UBS’s Southwest Gas SWX Stock Holding History

UBS’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 Q3	–	Sell	-200	Closed	-$11K	–	10739
2014 Q2	$11K	Buy	+200	New	+$10.6K	﹤0.01%	8797

Other funds holding SWX

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

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

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's SWX Position: Q3 2014 in Review

UBS reduced its Southwest Gas (SWX) stake by 35% in Q3 2014, selling an estimated $282K and leaving 10,027 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #4305.

UBS first reported a position in SWX in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.02M in Q3 2013. 182 funds tracked by Wall St. Rank hold SWX as of Q3 2014.

UBS held 10,027 shares of Southwest Gas worth $487K as of Q3 2014.
UBS sold 5,517 Southwest Gas shares in Q3 2014, an estimated $282K.
Southwest Gas made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4305 holding.
UBS first reported a position in Southwest Gas in Q2 2013 and has held it in 6 quarters since.
UBS's Southwest Gas position peaked at $1.02M in Q3 2013.
182 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.