AWM
LUV icon

Arbor Wealth Management’s Southwest Airlines LUV Stock Holding History

Arbor Wealth Management’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
2019
Q3 		– Sell
-373
Closed -$19K – 135
2019
Q2 		$19K Hold
373
– – 0.01% 115
2019
Q1 		$19K Buy
373
+334
+856% +$17.6K 0.01% 111
2018
Q4 		$2K Buy
+39
New +$2.07K ﹤0.01% 164

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Vanguard Group
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BlackRock
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arbor Wealth Management's LUV Position: Q3 2019 in Review

Arbor Wealth Management sold out of Southwest Airlines (LUV) in Q3 2019, closing a stake of 373 shares — an estimated $19K sold.

Arbor Wealth Management first reported a position in LUV in Q4 2018 and held it in 3 quarters. The position peaked at $19K in Q2 2019. 849 funds tracked by Wall St. Rank hold LUV as of Q3 2019.

  • Arbor Wealth Management reported no remaining Southwest Airlines position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 373 Southwest Airlines shares in Q3 2019, an estimated $19K.
  • Arbor Wealth Management first reported a position in Southwest Airlines in Q4 2018 and held it in 3 quarters.
  • Arbor Wealth Management's Southwest Airlines position peaked at $19K in Q2 2019.
  • 849 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.