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YorkBridge Wealth Partners’s Southwest Gas SWX Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-1,122
Closed -$101K – 583
2019
Q2 		$101K Sell
1,122
-46
-4% -$3.91K 0.04% 285
2019
Q1 		$96K Sell
1,168
-151
-11% -$12.1K 0.04% 282
2018
Q4 		$101K Hold
1,319
– – 0.05% 243
2018
Q3 		$104K Buy
1,319
+1
+0.1% +$79 0.05% 275
2018
Q2 		$101K Buy
1,318
+10
+0.8% +$730 0.04% 290
2018
Q1 		$90K Buy
1,308
+45
+4% +$3.2K 0.04% 304
2017
Q4 		$88K Sell
1,263
-7
-0.6% -$568 0.04% 309
2017
Q3 		$99K Buy
1,270
+2
+0.2% +$158 0.05% 283
2017
Q2 		$94K Hold
1,268
– – 0.05% 286
2017
Q1 		$106K Buy
1,268
+160
+14% +$13.1K 0.06% 245
2016
Q4 		$83K Buy
+1,108
New +$80K 0.05% 270

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

YorkBridge Wealth Partners's SWX Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Southwest Gas (SWX) in Q3 2019, closing a stake of 1,122 shares — an estimated $101K sold.

YorkBridge Wealth Partners first reported a position in SWX in Q4 2016 and held it in 11 quarters. The position peaked at $106K in Q1 2017. 308 funds tracked by Wall St. Rank hold SWX as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Southwest Gas position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,122 Southwest Gas shares in Q3 2019, an estimated $101K.
  • YorkBridge Wealth Partners first reported a position in Southwest Gas in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Southwest Gas position peaked at $106K in Q1 2017.
  • 308 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.