SWP
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Stratos Wealth Partners’s Southwest Gas SWX Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-465
Closed -$37K – 2306
2018
Q3 		$37K Buy
+465
New +$36.7K ﹤0.01% 1601
2018
Q1 		– Sell
-737
Closed -$59K – 3222
2017
Q4 		$59K Buy
+737
New +$59.8K ﹤0.01% 1437

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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stratos Wealth Partners's SWX Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Southwest Gas (SWX) in Q4 2018, closing a stake of 465 shares — an estimated $37K sold.

Stratos Wealth Partners first reported a position in SWX in Q4 2017 and held it in 2 quarters. The position peaked at $59K in Q4 2017. 280 funds tracked by Wall St. Rank hold SWX as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Southwest Gas position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 465 Southwest Gas shares in Q4 2018, an estimated $37K.
  • Stratos Wealth Partners first reported a position in Southwest Gas in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Southwest Gas position peaked at $59K in Q4 2017.
  • 280 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.