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Tarbox Family Office’s Southwest Gas SWX Stock Holding History

Tarbox Family Office’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
Q1 		– Sell
-15
Closed -$1K – 1311
2019
Q4 		$1K Hold
15
– – ﹤0.01% 1058
2019
Q3 		$1K Hold
15
– – ﹤0.01% 1012
2019
Q2 		$1K Buy
+15
New +$1.27K ﹤0.01% 1019
2015
Q4 		– Sell
-360
Closed -$21K – 577
2015
Q3 		$21K Hold
360
– – 0.02% 149
2015
Q2 		$19K Sell
360
-356
-50% -$19.5K 0.02% 163
2015
Q1 		$42K Hold
716
– – 0.04% 108
2014
Q4 		$44K Hold
716
– – 0.04% 109
2014
Q3 		$35K Hold
716
– – 0.03% 121
2014
Q2 		$37K Hold
716
– – 0.03% 118
2014
Q1 		$38K Sell
716
-200
-22% -$10.7K 0.03% 129
2013
Q4 		$51K Buy
+916
New +$48.4K 0.04% 130

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Tarbox Family Office's SWX Position: Q1 2020 in Review

Tarbox Family Office sold out of Southwest Gas (SWX) in Q1 2020, closing a stake of 15 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in SWX in Q4 2013 and held it in 11 quarters. The position peaked at $51K in Q4 2013. 264 funds tracked by Wall St. Rank hold SWX as of Q1 2020.

  • Tarbox Family Office reported no remaining Southwest Gas position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 15 Southwest Gas shares in Q1 2020, an estimated $1K.
  • Tarbox Family Office first reported a position in Southwest Gas in Q4 2013 and held it in 11 quarters.
  • Tarbox Family Office's Southwest Gas position peaked at $51K in Q4 2013.
  • 264 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.