AFIA
LUV icon

America First Investment Advisors’s Southwest Airlines LUV Stock Holding History

America First Investment Advisors’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
-200
Closed -$9K – 118
2016
Q1 		$9K Buy
+200
New +$8.14K ﹤0.01% 102

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

America First Investment Advisors's LUV Position: Q2 2016 in Review

America First Investment Advisors sold out of Southwest Airlines (LUV) in Q2 2016, closing a stake of 200 shares — an estimated $9K sold.

America First Investment Advisors first reported a position in LUV in Q1 2016 and held it in 1 quarter. The position peaked at $9K in Q1 2016. 750 funds tracked by Wall St. Rank hold LUV as of Q2 2016.

  • America First Investment Advisors reported no remaining Southwest Airlines position as of Q2 2016 after selling out during the quarter.
  • America First Investment Advisors sold 200 Southwest Airlines shares in Q2 2016, an estimated $9K.
  • America First Investment Advisors first reported a position in Southwest Airlines in Q1 2016 and held it in 1 quarter.
  • America First Investment Advisors's Southwest Airlines position peaked at $9K in Q1 2016.
  • 750 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2016.

Based on America First Investment Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.