Symphony Asset Management’s Southwest Gas SWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-4,237
Closed -$341K 373
2017
Q4
$341K Buy
4,237
+348
+9% +$28.3K 0.03% 310
2017
Q3
$302K Sell
3,889
-2,472
-39% -$196K 0.03% 315
2017
Q2
$465K Buy
6,361
+3,431
+117% +$274K 0.05% 277
2017
Q1
$243K Buy
+2,930
New +$239K 0.02% 367

Other funds holding SWX

Symphony Asset Management's SWX Position: Q1 2018 in Review

Symphony Asset Management sold out of Southwest Gas (SWX) in Q1 2018, closing a stake of 4,237 shares — an estimated $341K sold.

Symphony Asset Management first reported a position in SWX in Q1 2017 and held it in 4 quarters. The position peaked at $465K in Q2 2017. 273 funds tracked by Wall St. Rank hold SWX as of Q1 2018.

  • Symphony Asset Management reported no remaining Southwest Gas position as of Q1 2018 after selling out during the quarter.
  • Symphony Asset Management sold 4,237 Southwest Gas shares in Q1 2018, an estimated $341K.
  • Symphony Asset Management first reported a position in Southwest Gas in Q1 2017 and held it in 4 quarters.
  • Symphony Asset Management's Southwest Gas position peaked at $465K in Q2 2017.
  • 273 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2018.

Based on Symphony Asset Management's 13F filing for Q1 2018, filed 11 May 2018.