Clarfeld Financial Advisors’s Southwest Airlines LUV Stock Holding History

Clarfeld Financial 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 Q4	$7K	Buy	+142	New	+$7.54K	0.01%	280

Other funds holding LUV

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clarfeld Financial Advisors's LUV Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Southwest Airlines (LUV) in Q4 2018: 142 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #280 among its holdings.

885 funds tracked by Wall St. Rank hold LUV as of Q4 2018.

Clarfeld Financial Advisors held 142 shares of Southwest Airlines worth $7K as of Q4 2018.
Southwest Airlines was a new Clarfeld Financial Advisors position in Q4 2018.
Southwest Airlines made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #280 holding.
885 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.