Bison Wealth’s Southwest Airlines LUV Stock Holding History

Bison Wealth’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 Q1	–	Sell	-3,604	Closed	-$236K	–	209
2017 Q4	$236K	Buy	+3,604	New	+$212K	0.17%	167

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

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

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bison Wealth's LUV Position: Q1 2018 in Review

Bison Wealth sold out of Southwest Airlines (LUV) in Q1 2018, closing a stake of 3,604 shares — an estimated $236K sold.

Bison Wealth first reported a position in LUV in Q4 2017 and held it in 1 quarter. The position peaked at $236K in Q4 2017. 873 funds tracked by Wall St. Rank hold LUV as of Q1 2018.

Bison Wealth reported no remaining Southwest Airlines position as of Q1 2018 after selling out during the quarter.
Bison Wealth sold 3,604 Southwest Airlines shares in Q1 2018, an estimated $236K.
Bison Wealth first reported a position in Southwest Airlines in Q4 2017 and held it in 1 quarter.
Bison Wealth's Southwest Airlines position peaked at $236K in Q4 2017.
873 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2018.

Based on Bison Wealth's 13F filing for Q1 2018, filed 8 May 2018.