Van Den Berg Management I’s Southwest Gas SWX Stock Holding History

Van Den Berg Management I’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
2019 Q1	–	Sell	-10,010	Closed	-$766K	–	70
2018 Q4	$766K	Sell	10,010 -10,015	-50%	-$804K	0.11%	57
2018 Q3	$1.58M	Hold	20,025	–	–	0.17%	55
2018 Q2	$1.53M	Hold	20,025	–	–	0.16%	59
2018 Q1	$1.35M	Buy	+20,025	New	+$1.42M	0.16%	61

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

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Van Den Berg Management I's SWX Position: Q1 2019 in Review

Van Den Berg Management I sold out of Southwest Gas (SWX) in Q1 2019, closing a stake of 10,010 shares — an estimated $766K sold.

Van Den Berg Management I first reported a position in SWX in Q1 2018 and held it in 4 quarters. The position peaked at $1.58M in Q3 2018. 302 funds tracked by Wall St. Rank hold SWX as of Q1 2019.

Van Den Berg Management I reported no remaining Southwest Gas position as of Q1 2019 after selling out during the quarter.
Van Den Berg Management I sold 10,010 Southwest Gas shares in Q1 2019, an estimated $766K.
Van Den Berg Management I first reported a position in Southwest Gas in Q1 2018 and held it in 4 quarters.
Van Den Berg Management I's Southwest Gas position peaked at $1.58M in Q3 2018.
302 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2019.

Based on Van Den Berg Management I's 13F filing for Q1 2019, filed 15 May 2019.