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Van Hulzen Asset Management’s Southwest Gas SWX Stock Holding History

Van Hulzen Asset 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
2017
Q1 		– Sell
-5,950
Closed -$456K – 144
2016
Q4 		$456K Buy
+5,950
New +$429K 0.21% 84

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Van Hulzen Asset Management's SWX Position: Q1 2017 in Review

Van Hulzen Asset Management sold out of Southwest Gas (SWX) in Q1 2017, closing a stake of 5,950 shares — an estimated $456K sold.

Van Hulzen Asset Management first reported a position in SWX in Q4 2016 and held it in 1 quarter. The position peaked at $456K in Q4 2016. 256 funds tracked by Wall St. Rank hold SWX as of Q1 2017.

  • Van Hulzen Asset Management reported no remaining Southwest Gas position as of Q1 2017 after selling out during the quarter.
  • Van Hulzen Asset Management sold 5,950 Southwest Gas shares in Q1 2017, an estimated $456K.
  • Van Hulzen Asset Management first reported a position in Southwest Gas in Q4 2016 and held it in 1 quarter.
  • Van Hulzen Asset Management's Southwest Gas position peaked at $456K in Q4 2016.
  • 256 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2017.

Based on Van Hulzen Asset Management's 13F filing for Q1 2017, filed 15 May 2017.