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Clearwater Capital Advisors’s Southwest Airlines LUV Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-770
Closed -$44K – 402
2018
Q1 		$44K Buy
+770
New +$46.2K 0.01% 303

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearwater Capital Advisors's LUV Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Southwest Airlines (LUV) in Q2 2018, closing a stake of 770 shares — an estimated $44K sold.

Clearwater Capital Advisors first reported a position in LUV in Q1 2018 and held it in 1 quarter. The position peaked at $44K in Q1 2018. 868 funds tracked by Wall St. Rank hold LUV as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Southwest Airlines position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 770 Southwest Airlines shares in Q2 2018, an estimated $44K.
  • Clearwater Capital Advisors first reported a position in Southwest Airlines in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Southwest Airlines position peaked at $44K in Q1 2018.
  • 868 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.