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WealthBridge Capital Management’s Southwest Gas SWX Stock Holding History

WealthBridge 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
2019
Q2 		– Sell
-303
Closed -$24K – 775
2019
Q1 		$24K Buy
303
+61
+25% +$4.88K 0.02% 427
2018
Q4 		$19K Buy
+242
New +$19.4K 0.01% 420

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthBridge Capital Management's SWX Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Southwest Gas (SWX) in Q2 2019, closing a stake of 303 shares — an estimated $24K sold.

WealthBridge Capital Management first reported a position in SWX in Q4 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2019. 289 funds tracked by Wall St. Rank hold SWX as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Southwest Gas position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 303 Southwest Gas shares in Q2 2019, an estimated $24K.
  • WealthBridge Capital Management first reported a position in Southwest Gas in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Southwest Gas position peaked at $24K in Q1 2019.
  • 289 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.