Tompkins Financial’s Southwest Gas SWX Stock Holding History

Tompkins Financial’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
2021 Q1	–	Sell	-139	Closed	-$8K	–	526
2020 Q4	$8K	Hold	139	–	–	﹤0.01%	379
2020 Q3	$9K	Hold	139	–	–	﹤0.01%	333
2020 Q2	$10K	Hold	139	–	–	﹤0.01%	321
2020 Q1	$10K	Hold	139	–	–	﹤0.01%	328
2019 Q4	$11K	Hold	139	–	–	﹤0.01%	339
2019 Q3	$13K	Hold	139	–	–	﹤0.01%	305
2019 Q2	$12K	Hold	139	–	–	﹤0.01%	317
2019 Q1	$11K	Hold	139	–	–	﹤0.01%	347
2018 Q4	$11K	Hold	139	–	–	﹤0.01%	334
2018 Q3	$11K	Hold	139	–	–	﹤0.01%	356
2018 Q2	$11K	Hold	139	–	–	﹤0.01%	368
2018 Q1	$9K	Hold	139	–	–	﹤0.01%	368
2017 Q4	$11K	Buy	+139	New	+$11.3K	﹤0.01%	321

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Tompkins Financial's SWX Position: Q1 2021 in Review

Tompkins Financial sold out of Southwest Gas (SWX) in Q1 2021, closing a stake of 139 shares — an estimated $8K sold.

Tompkins Financial first reported a position in SWX in Q4 2017 and held it in 13 quarters. The position peaked at $13K in Q3 2019. 282 funds tracked by Wall St. Rank hold SWX as of Q1 2021.

Tompkins Financial reported no remaining Southwest Gas position as of Q1 2021 after selling out during the quarter.
Tompkins Financial sold 139 Southwest Gas shares in Q1 2021, an estimated $8K.
Tompkins Financial first reported a position in Southwest Gas in Q4 2017 and held it in 13 quarters.
Tompkins Financial's Southwest Gas position peaked at $13K in Q3 2019.
282 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.