Gideon Capital Advisors’s Southwest Airlines LUV Stock Holding History

Gideon Capital Advisors’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 Q4	–	Sell	-6,841	Closed	-$369K	–	338
2019 Q3	$369K	Sell	6,841 -11,830	-63%	-$619K	0.12%	205
2019 Q2	$948K	Buy	+18,671	New	+$967K	0.33%	119
2016 Q3	–	Sell	-33,816	Closed	-$1.33M	–	237
2016 Q2	$1.33M	Buy	+33,816	New	+$1.45M	0.77%	38
2015 Q3	–	Sell	-27,733	Closed	-$918K	–	284
2015 Q2	$918K	Buy	+27,733	New	+$1.08M	0.38%	96
2015 Q1	–	Sell	-51,123	Closed	-$2.16M	–	273
2014 Q4	$2.16M	Buy	+51,123	New	+$1.91M	1.02%	23

Other funds holding LUV

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Gideon Capital Advisors's LUV Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Southwest Airlines (LUV) in Q4 2019, closing a stake of 6,841 shares — an estimated $369K sold.

Gideon Capital Advisors first reported a position in LUV in Q4 2014 and held it in 5 quarters. The position peaked at $2.16M in Q4 2014. 900 funds tracked by Wall St. Rank hold LUV as of Q4 2019.

Gideon Capital Advisors reported no remaining Southwest Airlines position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 6,841 Southwest Airlines shares in Q4 2019, an estimated $369K.
Gideon Capital Advisors first reported a position in Southwest Airlines in Q4 2014 and held it in 5 quarters.
Gideon Capital Advisors's Southwest Airlines position peaked at $2.16M in Q4 2014.
900 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.