Claro Advisors’s Southwest Airlines LUV Stock Holding History

Claro 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
2019 Q1	–	Sell	-566	Closed	-$35K	–	614
2018 Q4	$35K	Buy	+566	New	+$30.1K	0.03%	414

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Claro Advisors's LUV Position: Q1 2019 in Review

Claro Advisors sold out of Southwest Airlines (LUV) in Q1 2019, closing a stake of 566 shares — an estimated $35K sold.

Claro Advisors first reported a position in LUV in Q4 2018 and held it in 1 quarter. The position peaked at $35K in Q4 2018. 886 funds tracked by Wall St. Rank hold LUV as of Q1 2019.

Claro Advisors reported no remaining Southwest Airlines position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 566 Southwest Airlines shares in Q1 2019, an estimated $35K.
Claro Advisors first reported a position in Southwest Airlines in Q4 2018 and held it in 1 quarter.
Claro Advisors's Southwest Airlines position peaked at $35K in Q4 2018.
886 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.