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SeaCrest Wealth Management’s Southwest Gas SWX Stock Holding History

SeaCrest Wealth Management’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,169
Closed -$96K – 1684
2019
Q1 		$96K Hold
1,169
– – 0.02% 701
2018
Q4 		$89K Buy
1,169
+1
+0.1% +$80 0.02% 699
2018
Q3 		$92K Hold
1,168
– – 0.02% 774
2018
Q2 		$89K Buy
1,168
+1
+0.1% +$73 0.02% 763
2018
Q1 		$79K Hold
1,167
– – 0.01% 783
2017
Q4 		$94K Buy
+1,167
New +$94.7K 0.02% 736

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SeaCrest Wealth Management's SWX Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Southwest Gas (SWX) in Q2 2019, closing a stake of 1,169 shares — an estimated $96K sold.

SeaCrest Wealth Management first reported a position in SWX in Q4 2017 and held it in 6 quarters. The position peaked at $96K in Q1 2019. 289 funds tracked by Wall St. Rank hold SWX as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Southwest Gas position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,169 Southwest Gas shares in Q2 2019, an estimated $96K.
  • SeaCrest Wealth Management first reported a position in Southwest Gas in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's Southwest Gas position peaked at $96K in Q1 2019.
  • 289 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.