CPIG
LUV icon

Chicago Partners Investment Group’s Southwest Airlines LUV Stock Holding History

Chicago Partners Investment Group’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
Q4 		– Sell
-100
Closed -$5K – 657
2018
Q3 		$5K Buy
+100
New +$5.85K ﹤0.01% 915
2018
Q2 		– Sell
-30
Closed -$2K – 976
2018
Q1 		$2K Buy
+30
New +$1.8K ﹤0.01% 897

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Chicago Partners Investment Group's LUV Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Southwest Airlines (LUV) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Chicago Partners Investment Group first reported a position in LUV in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 884 funds tracked by Wall St. Rank hold LUV as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Southwest Airlines position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 100 Southwest Airlines shares in Q4 2018, an estimated $5K.
  • Chicago Partners Investment Group first reported a position in Southwest Airlines in Q1 2018 and held it in 2 quarters.
  • Chicago Partners Investment Group's Southwest Airlines position peaked at $5K in Q3 2018.
  • 884 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.