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Stanford Investment Group’s Southwest Gas SWX Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-492
Closed -$38K – 252
2016
Q4 		$38K Hold
492
– – 0.02% 169
2016
Q3 		$34K Hold
492
– – 0.02% 196
2016
Q2 		$39K Hold
492
– – 0.02% 168
2016
Q1 		$32K Hold
492
– – 0.02% 192
2015
Q4 		$27K Hold
492
– – 0.01% 192
2015
Q3 		$29K Hold
492
– – 0.02% 184
2015
Q2 		$26K Hold
492
– – 0.02% 203
2015
Q1 		$29K Hold
492
– – 0.02% 194
2014
Q4 		$30K Buy
+492
New +$27.9K 0.03% 190

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Stanford Investment Group's SWX Position: Q1 2017 in Review

Stanford Investment Group sold out of Southwest Gas (SWX) in Q1 2017, closing a stake of 492 shares — an estimated $38K sold.

Stanford Investment Group first reported a position in SWX in Q4 2014 and held it in 9 quarters. The position peaked at $39K in Q2 2016. 256 funds tracked by Wall St. Rank hold SWX as of Q1 2017.

  • Stanford Investment Group reported no remaining Southwest Gas position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 492 Southwest Gas shares in Q1 2017, an estimated $38K.
  • Stanford Investment Group first reported a position in Southwest Gas in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Southwest Gas position peaked at $39K in Q2 2016.
  • 256 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.