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Sheets Smith Wealth Management’s Southwest Gas SWX Stock Holding History

Sheets Smith 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
Q4 		– Sell
-5,655
Closed -$515K – 325
2019
Q3 		$515K Buy
+5,655
New +$508K 0.11% 189

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Sheets Smith Wealth Management's SWX Position: Q4 2019 in Review

Sheets Smith Wealth Management sold out of Southwest Gas (SWX) in Q4 2019, closing a stake of 5,655 shares — an estimated $515K sold.

Sheets Smith Wealth Management first reported a position in SWX in Q3 2019 and held it in 1 quarter. The position peaked at $515K in Q3 2019. 299 funds tracked by Wall St. Rank hold SWX as of Q4 2019.

  • Sheets Smith Wealth Management reported no remaining Southwest Gas position as of Q4 2019 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,655 Southwest Gas shares in Q4 2019, an estimated $515K.
  • Sheets Smith Wealth Management first reported a position in Southwest Gas in Q3 2019 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Southwest Gas position peaked at $515K in Q3 2019.
  • 299 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2019, filed 24 Jan 2020.