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Sonora Investment Management’s Southwest Gas SWX Stock Holding History

Sonora Investment 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
2020
Q3 		– Sell
-59
Closed -$4K – 1882
2020
Q2 		$4K Buy
+59
New +$4.29K ﹤0.01% 1449
2015
Q4 		– Sell
-161
Closed -$9K – 1123
2015
Q3 		$9K Buy
+161
New +$8.9K ﹤0.01% 532

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Sonora Investment Management's SWX Position: Q3 2020 in Review

Sonora Investment Management sold out of Southwest Gas (SWX) in Q3 2020, closing a stake of 59 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in SWX in Q3 2015 and held it in 2 quarters. The position peaked at $9K in Q3 2015. 277 funds tracked by Wall St. Rank hold SWX as of Q3 2020.

  • Sonora Investment Management reported no remaining Southwest Gas position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 59 Southwest Gas shares in Q3 2020, an estimated $4K.
  • Sonora Investment Management first reported a position in Southwest Gas in Q3 2015 and held it in 2 quarters.
  • Sonora Investment Management's Southwest Gas position peaked at $9K in Q3 2015.
  • 277 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.