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Wealthfront’s Southwest Gas SWX Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-341
Closed -$20K – 953
2015
Q3 		$20K Buy
341
+194
+132% +$10.7K ﹤0.01% 753
2015
Q2 		$8K Buy
147
+72
+96% +$3.95K ﹤0.01% 925
2015
Q1 		$4K Buy
75
+74
+7,400% +$4.37K ﹤0.01% 858
2014
Q4 		$0 Buy
+1
New +$57 ﹤0.01% 965

Other funds holding SWX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Wealthfront's SWX Position: Q4 2015 in Review

Wealthfront sold out of Southwest Gas (SWX) in Q4 2015, closing a stake of 341 shares — an estimated $20K sold.

Wealthfront first reported a position in SWX in Q4 2014 and held it in 4 quarters. The position peaked at $20K in Q3 2015. 206 funds tracked by Wall St. Rank hold SWX as of Q4 2015.

  • Wealthfront reported no remaining Southwest Gas position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 341 Southwest Gas shares in Q4 2015, an estimated $20K.
  • Wealthfront first reported a position in Southwest Gas in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Southwest Gas position peaked at $20K in Q3 2015.
  • 206 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.