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Symons Capital Management’s Southwest Gas SWX Stock Holding History

Symons Capital 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
2013
Q3 		– Sell
-7,150
Closed -$335K – 84
2013
Q2 		$335K Buy
+7,150
New +$348K 0.09% 59

Other funds holding SWX

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Symons Capital Management's SWX Position: Q3 2013 in Review

Symons Capital Management sold out of Southwest Gas (SWX) in Q3 2013, closing a stake of 7,150 shares — an estimated $335K sold.

Symons Capital Management first reported a position in SWX in Q2 2013 and held it in 1 quarter. The position peaked at $335K in Q2 2013. 173 funds tracked by Wall St. Rank hold SWX as of Q3 2013.

  • Symons Capital Management reported no remaining Southwest Gas position as of Q3 2013 after selling out during the quarter.
  • Symons Capital Management sold 7,150 Southwest Gas shares in Q3 2013, an estimated $335K.
  • Symons Capital Management first reported a position in Southwest Gas in Q2 2013 and held it in 1 quarter.
  • Symons Capital Management's Southwest Gas position peaked at $335K in Q2 2013.
  • 173 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2013.

Based on Symons Capital Management's 13F filing for Q3 2013, filed 6 Nov 2013.