Compass Efficient Model Portfolios’s Southwest Airlines LUV Stock Holding History

Compass Efficient Model Portfolios’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
2013 Q4	$5K	Buy	+250	New	+$4.36K	0.19%	100

Other funds holding LUV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Compass Efficient Model Portfolios's LUV Position: Q4 2013 in Review

Compass Efficient Model Portfolios opened a new position in Southwest Airlines (LUV) in Q4 2013: 250 shares worth $5K. The stake represents 0.19% of the portfolio and ranks #100 among its holdings.

505 funds tracked by Wall St. Rank hold LUV as of Q4 2013.

Compass Efficient Model Portfolios held 250 shares of Southwest Airlines worth $5K as of Q4 2013.
Southwest Airlines was a new Compass Efficient Model Portfolios position in Q4 2013.
Southwest Airlines made up 0.19% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #100 holding.
505 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.