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Tradewinds Capital Management’s Southwest Gas SWX Stock Holding History

Tradewinds 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
2014
Q2 		– Sell
-642
Closed -$34K – 644
2014
Q1 		$34K Hold
642
– – 0.03% 260
2013
Q4 		$36K Buy
+642
New +$34K 0.03% 252

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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tradewinds Capital Management's SWX Position: Q2 2014 in Review

Tradewinds Capital Management sold out of Southwest Gas (SWX) in Q2 2014, closing a stake of 642 shares — an estimated $34K sold.

Tradewinds Capital Management first reported a position in SWX in Q4 2013 and held it in 2 quarters. The position peaked at $36K in Q4 2013. 197 funds tracked by Wall St. Rank hold SWX as of Q2 2014.

  • Tradewinds Capital Management reported no remaining Southwest Gas position as of Q2 2014 after selling out during the quarter.
  • Tradewinds Capital Management sold 642 Southwest Gas shares in Q2 2014, an estimated $34K.
  • Tradewinds Capital Management first reported a position in Southwest Gas in Q4 2013 and held it in 2 quarters.
  • Tradewinds Capital Management's Southwest Gas position peaked at $36K in Q4 2013.
  • 197 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2014.

Based on Tradewinds Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.