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Yorktown Management & Research Company’s Southwest Gas SWX Stock Holding History

Yorktown Management & Research Company’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
Q4 		– Sell
-2,200
Closed -$200K – 313
2019
Q3 		$200K Buy
+2,200
New +$198K 0.11% 292

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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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Yorktown Management & Research Company's SWX Position: Q4 2019 in Review

Yorktown Management & Research Company sold out of Southwest Gas (SWX) in Q4 2019, closing a stake of 2,200 shares — an estimated $200K sold.

Yorktown Management & Research Company first reported a position in SWX in Q3 2019 and held it in 1 quarter. The position peaked at $200K in Q3 2019. 299 funds tracked by Wall St. Rank hold SWX as of Q4 2019.

  • Yorktown Management & Research Company reported no remaining Southwest Gas position as of Q4 2019 after selling out during the quarter.
  • Yorktown Management & Research Company sold 2,200 Southwest Gas shares in Q4 2019, an estimated $200K.
  • Yorktown Management & Research Company first reported a position in Southwest Gas in Q3 2019 and held it in 1 quarter.
  • Yorktown Management & Research Company's Southwest Gas position peaked at $200K in Q3 2019.
  • 299 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2019.

Based on Yorktown Management & Research Company's 13F filing for Q4 2019, filed 27 Jan 2020.