FGC
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Financial Gravity Companies’s Southwest Airlines LUV Stock Holding History

Financial Gravity Companies’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
Q4 		$61K Buy
+1,062
New +$56.4K 0.06% 276
2018
Q1 		$168K Buy
3,217
+2,450
+319% +$147K 0.17% 127
2017
Q4 		$47K Buy
+767
New +$45.1K 0.05% 297

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Boston Partners
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T. Rowe Price Associates
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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Gravity Companies's LUV Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Southwest Airlines (LUV) in Q4 2018: 1,062 shares worth $61K. The stake represents 0.06% of the portfolio and ranks #276 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LUV as recently as Q1 2018.

Financial Gravity Companies first reported a position in LUV in Q4 2017 and has held it in 3 quarters since. The position peaked at $168K in Q1 2018. 884 funds tracked by Wall St. Rank hold LUV as of Q4 2018.

  • Financial Gravity Companies held 1,062 shares of Southwest Airlines worth $61K as of Q4 2018.
  • Southwest Airlines was a new Financial Gravity Companies position in Q4 2018.
  • Southwest Airlines made up 0.06% of Financial Gravity Companies's portfolio in Q4 2018, its #276 holding.
  • Financial Gravity Companies first reported a position in Southwest Airlines in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Southwest Airlines position peaked at $168K in Q1 2018.
  • 884 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.