Clear Perspective Advisors’s Southwest Airlines LUV Stock Holding History

Clear Perspective 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 Q4	–	Sell	-1,172	Closed	-$60K	–	139
2019 Q3	$60K	Hold	1,172	–	–	0.03%	144
2019 Q2	$60K	Buy	+1,172	New	+$60.7K	0.04%	173
2018 Q3	–	Sell	-1,180	Closed	-$60K	–	314
2018 Q2	$60K	Hold	1,180	–	–	0.04%	233
2018 Q1	$68K	Hold	1,180	–	–	0.05%	219
2017 Q4	$77K	Hold	1,180	–	–	0.06%	207
2017 Q3	$66K	Buy	1,180 +286	+32%	+$16.1K	0.05%	212
2017 Q2	$56K	Buy	+894	New	+$52K	0.05%	210

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Perspective Advisors's LUV Position: Q4 2019 in Review

Clear Perspective Advisors sold out of Southwest Airlines (LUV) in Q4 2019, closing a stake of 1,172 shares — an estimated $60K sold.

Clear Perspective Advisors first reported a position in LUV in Q2 2017 and held it in 7 quarters. The position peaked at $77K in Q4 2017. 899 funds tracked by Wall St. Rank hold LUV as of Q4 2019.

Clear Perspective Advisors reported no remaining Southwest Airlines position as of Q4 2019 after selling out during the quarter.
Clear Perspective Advisors sold 1,172 Southwest Airlines shares in Q4 2019, an estimated $60K.
Clear Perspective Advisors first reported a position in Southwest Airlines in Q2 2017 and held it in 7 quarters.
Clear Perspective Advisors's Southwest Airlines position peaked at $77K in Q4 2017.
899 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2019.

Based on Clear Perspective Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.