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Foresters Investment Management’s Southwest Airlines LUV Stock Holding History

Foresters Investment 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
2018
Q1 		– Sell
-946
Closed -$62K – 494
2017
Q4 		$62K Buy
+946
New +$55.6K ﹤0.01% 582
2017
Q3 		– Sell
-3,501
Closed -$218K – 608
2017
Q2 		$218K Buy
+3,501
New +$204K ﹤0.01% 449

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Foresters Investment Management's LUV Position: Q1 2018 in Review

Foresters Investment Management sold out of Southwest Airlines (LUV) in Q1 2018, closing a stake of 946 shares — an estimated $62K sold.

Foresters Investment Management first reported a position in LUV in Q2 2017 and held it in 2 quarters. The position peaked at $218K in Q2 2017. 873 funds tracked by Wall St. Rank hold LUV as of Q1 2018.

  • Foresters Investment Management reported no remaining Southwest Airlines position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 946 Southwest Airlines shares in Q1 2018, an estimated $62K.
  • Foresters Investment Management first reported a position in Southwest Airlines in Q2 2017 and held it in 2 quarters.
  • Foresters Investment Management's Southwest Airlines position peaked at $218K in Q2 2017.
  • 873 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.