DWM
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Doyle Wealth Management’s Southwest Airlines LUV Stock Holding History

Doyle Wealth Management’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
Q3 		– Sell
-1,150
Closed -$58K – 512
2019
Q2 		$58K Buy
+1,150
New +$59.6K 0.01% 337
2019
Q1 		– Sell
-1,000
Closed -$46K – 497
2018
Q4 		$46K Buy
+1,000
New +$53.1K 0.01% 369

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Vanguard Group
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BlackRock
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doyle Wealth Management's LUV Position: Q3 2019 in Review

Doyle Wealth Management sold out of Southwest Airlines (LUV) in Q3 2019, closing a stake of 1,150 shares — an estimated $58K sold.

Doyle Wealth Management first reported a position in LUV in Q4 2018 and held it in 2 quarters. The position peaked at $58K in Q2 2019. 849 funds tracked by Wall St. Rank hold LUV as of Q3 2019.

  • Doyle Wealth Management reported no remaining Southwest Airlines position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,150 Southwest Airlines shares in Q3 2019, an estimated $58K.
  • Doyle Wealth Management first reported a position in Southwest Airlines in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Southwest Airlines position peaked at $58K in Q2 2019.
  • 849 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.