AP
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Advisors Preferred’s Southwest Airlines LUV Stock Holding History

Advisors Preferred’s Portfolio LUV Stock Details LUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-104
Closed -$5K – 271
2016
Q1 		$5K Buy
+104
New +$4.23K ﹤0.01% 188
2015
Q2 		– Sell
-271
Closed -$12K – 252
2015
Q1 		$12K Sell
271
-186
-41% -$8.13K 0.01% 207
2014
Q4 		$19.3K Sell
457
-206
-31% -$7.69K 0.01% 249
2014
Q3 		$22.4K Sell
663
-180
-21% -$5.5K 0.01% 173
2014
Q2 		$22.6K Sell
843
-10,089
-92% -$254K 0.01% 237
2014
Q1 		$258K Buy
10,932
+8,611
+371% +$188K 0.12% 129
2013
Q4 		$43K Buy
+2,321
New +$40.5K 0.02% 186

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return