GWM
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Gupta Wealth Management’s Southwest Airlines LUV Stock Holding History

Gupta 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
2016
Q1 		$19K Hold
432
– – ﹤0.01% 664
2015
Q4 		$19K Hold
432
– – ﹤0.01% 675
2015
Q3 		$16K Sell
432
-43
-9% -$1.59K ﹤0.01% 758
2015
Q2 		$16K Hold
475
– – ﹤0.01% 787
2015
Q1 		$21K Buy
+475
New +$20.8K 0.01% 590

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gupta Wealth Management's LUV Position: Q1 2016 in Review

Gupta Wealth Management held its Southwest Airlines (LUV) position steady in Q1 2016 at 432 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Gupta Wealth Management first reported a position in LUV in Q1 2015 and has held it in 5 quarters since. The position peaked at $21K in Q1 2015. 768 funds tracked by Wall St. Rank hold LUV as of Q1 2016.

  • Gupta Wealth Management held 432 shares of Southwest Airlines worth $19K as of Q1 2016.
  • Gupta Wealth Management left its Southwest Airlines share count unchanged in Q1 2016.
  • Southwest Airlines made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #664 holding.
  • Gupta Wealth Management first reported a position in Southwest Airlines in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Southwest Airlines position peaked at $21K in Q1 2015.
  • 768 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.