Windsor Capital Management’s Southwest Gas SWX Stock Holding History

Windsor 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
2015 Q4	–	Sell	-800	Closed	-$46K	–	397
2015 Q3	$46K	Buy	+800	New	+$44.2K	0.03%	174
2014 Q1	–	Sell	-800	Closed	-$45K	–	272
2013 Q4	$45K	Hold	800	–	–	0.03%	181
2013 Q3	$40K	Hold	800	–	–	0.02%	198
2013 Q2	$37K	Buy	+800	New	+$39K	0.02%	196

Other funds holding SWX

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Windsor Capital Management's SWX Position: Q4 2015 in Review

Windsor Capital Management sold out of Southwest Gas (SWX) in Q4 2015, closing a stake of 800 shares — an estimated $46K sold.

Windsor Capital Management first reported a position in SWX in Q2 2013 and held it in 4 quarters. The position peaked at $46K in Q3 2015. 206 funds tracked by Wall St. Rank hold SWX as of Q4 2015.

Windsor Capital Management reported no remaining Southwest Gas position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 800 Southwest Gas shares in Q4 2015, an estimated $46K.
Windsor Capital Management first reported a position in Southwest Gas in Q2 2013 and held it in 4 quarters.
Windsor Capital Management's Southwest Gas position peaked at $46K in Q3 2015.
206 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.