EWM
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Executive Wealth Management’s Southwest Airlines LUV Stock Holding History

Executive 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
-1,233
Closed -$63K – 506
2019
Q2 		$63K Buy
1,233
+204
+20% +$10.6K 0.01% 261
2019
Q1 		$53K Sell
1,029
-11
-1% -$580 0.01% 263
2018
Q4 		$48K Buy
+1,040
New +$55.2K 0.01% 286

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

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

Executive Wealth Management sold out of Southwest Airlines (LUV) in Q3 2019, closing a stake of 1,233 shares — an estimated $63K sold.

Executive Wealth Management first reported a position in LUV in Q4 2018 and held it in 3 quarters. The position peaked at $63K in Q2 2019. 849 funds tracked by Wall St. Rank hold LUV as of Q3 2019.

  • Executive Wealth Management reported no remaining Southwest Airlines position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,233 Southwest Airlines shares in Q3 2019, an estimated $63K.
  • Executive Wealth Management first reported a position in Southwest Airlines in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Southwest Airlines position peaked at $63K in Q2 2019.
  • 849 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.