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Wealthspire Advisors (Maryland)’s Southwest Gas SWX Stock Holding History

Wealthspire Advisors (Maryland)’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
-278
Closed -$23K – 1832
2019
Q1 		$23K Sell
278
-101
-27% -$8.08K ﹤0.01% 1223
2018
Q4 		$29K Sell
379
-544
-59% -$43.7K ﹤0.01% 1078
2018
Q3 		$73K Sell
923
-206
-18% -$16.3K 0.01% 817
2018
Q2 		$86K Buy
1,129
+1,068
+1,751% +$78K 0.01% 767
2018
Q1 		$4K Buy
61
+57
+1,425% +$4.05K ﹤0.01% 1933
2017
Q4 		$0 Buy
+4
New +$325 ﹤0.01% 2548

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

Wealthspire Advisors (Maryland)'s SWX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Southwest Gas (SWX) in Q2 2019, closing a stake of 278 shares — an estimated $23K sold.

Wealthspire Advisors (Maryland) first reported a position in SWX in Q4 2017 and held it in 6 quarters. The position peaked at $86K in Q2 2018. 289 funds tracked by Wall St. Rank hold SWX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Southwest Gas position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 278 Southwest Gas shares in Q2 2019, an estimated $23K.
  • Wealthspire Advisors (Maryland) first reported a position in Southwest Gas in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Southwest Gas position peaked at $86K in Q2 2018.
  • 289 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.