HWA
LUV icon

HCR Wealth Advisors’s Southwest Airlines LUV Stock Holding History

HCR Wealth 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
2018
Q4 		– Sell
-4,369
Closed -$247K – 166
2018
Q3 		$247K Sell
4,369
-700
-14% -$40.9K 0.08% 133
2018
Q2 		$254K Hold
5,069
– – 0.08% 143
2018
Q1 		$286K Hold
5,069
– – 0.1% 137
2017
Q4 		$327K Sell
5,069
-1,006
-17% -$59.2K 0.11% 130
2017
Q3 		$340K Sell
6,075
-289
-5% -$16.2K 0.14% 117
2017
Q2 		$391K Hold
6,364
– – 0.19% 92
2017
Q1 		$338K Sell
6,364
-455
-7% -$24.5K 0.17% 108
2016
Q4 		$336K Buy
+6,819
New +$306K 0.18% 102

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HCR Wealth Advisors's LUV Position: Q4 2018 in Review

HCR Wealth Advisors sold out of Southwest Airlines (LUV) in Q4 2018, closing a stake of 4,369 shares — an estimated $247K sold.

HCR Wealth Advisors first reported a position in LUV in Q4 2016 and held it in 8 quarters. The position peaked at $391K in Q2 2017. 884 funds tracked by Wall St. Rank hold LUV as of Q4 2018.

  • HCR Wealth Advisors reported no remaining Southwest Airlines position as of Q4 2018 after selling out during the quarter.
  • HCR Wealth Advisors sold 4,369 Southwest Airlines shares in Q4 2018, an estimated $247K.
  • HCR Wealth Advisors first reported a position in Southwest Airlines in Q4 2016 and held it in 8 quarters.
  • HCR Wealth Advisors's Southwest Airlines position peaked at $391K in Q2 2017.
  • 884 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2018.

Based on HCR Wealth Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.