Apriem Advisors’s Southwest Airlines LUV Stock Holding History

Apriem 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
2018 Q3	–	Sell	-500	Closed	-$25K	–	273
2018 Q2	$25K	Buy	+500	New	+$26.3K	0.01%	318
2017 Q2	–	Sell	-350	Closed	-$19K	–	363
2017 Q1	$19K	Buy	+350	New	+$18.8K	0.01%	348
2015 Q2	–	Sell	-500	Closed	-$22K	–	660
2015 Q1	$22K	Buy	+500	New	+$21.8K	0.01%	303
2014 Q4	–	Sell	-200	Closed	-$7K	–	535
2014 Q3	$7K	Hold	200	–	–	﹤0.01%	409
2014 Q2	$5K	Hold	200	–	–	﹤0.01%	394
2014 Q1	$5K	Hold	200	–	–	﹤0.01%	410
2013 Q4	$4K	Hold	200	–	–	﹤0.01%	427
2013 Q3	$3K	Hold	200	–	–	﹤0.01%	440
2013 Q2	$3K	Buy	+200	New	+$2.73K	﹤0.01%	410

Other funds holding LUV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Apriem Advisors's LUV Position: Q3 2018 in Review

Apriem Advisors sold out of Southwest Airlines (LUV) in Q3 2018, closing a stake of 500 shares — an estimated $25K sold.

Apriem Advisors first reported a position in LUV in Q2 2013 and held it in 9 quarters. The position peaked at $25K in Q2 2018. 881 funds tracked by Wall St. Rank hold LUV as of Q3 2018.

Apriem Advisors reported no remaining Southwest Airlines position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 500 Southwest Airlines shares in Q3 2018, an estimated $25K.
Apriem Advisors first reported a position in Southwest Airlines in Q2 2013 and held it in 9 quarters.
Apriem Advisors's Southwest Airlines position peaked at $25K in Q2 2018.
881 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.