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Bruderman Asset Management’s Southwest Airlines LUV Stock Holding History

Bruderman Asset 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
Q2 		– Sell
-100
Closed -$5K – 362
2019
Q1 		$5K Hold
100
– – ﹤0.01% 491
2018
Q4 		$5K Buy
+100
New +$5.31K ﹤0.01% 490
2015
Q3 		– Sell
-250
Closed -$8K – 439
2015
Q2 		$8K Buy
+250
New +$9.78K ﹤0.01% 366

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bruderman Asset Management's LUV Position: Q2 2019 in Review

Bruderman Asset Management sold out of Southwest Airlines (LUV) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

Bruderman Asset Management first reported a position in LUV in Q2 2015 and held it in 3 quarters. The position peaked at $8K in Q2 2015. 875 funds tracked by Wall St. Rank hold LUV as of Q2 2019.

  • Bruderman Asset Management reported no remaining Southwest Airlines position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 100 Southwest Airlines shares in Q2 2019, an estimated $5K.
  • Bruderman Asset Management first reported a position in Southwest Airlines in Q2 2015 and held it in 3 quarters.
  • Bruderman Asset Management's Southwest Airlines position peaked at $8K in Q2 2015.
  • 875 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.