HCA
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Heck Capital Advisors’s Southwest Airlines LUV Stock Holding History

Heck 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
2018
Q2 		– Sell
-2,506
Closed -$144K – 101
2018
Q1 		$144K Sell
2,506
-14
-0.6% -$841 0.06% 72
2017
Q4 		$165K Buy
2,520
+17
+0.7% +$1K 0.08% 66
2017
Q3 		$140K Buy
+2,503
New +$140K 0.07% 68

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State Street
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heck Capital Advisors's LUV Position: Q2 2018 in Review

Heck Capital Advisors sold out of Southwest Airlines (LUV) in Q2 2018, closing a stake of 2,506 shares — an estimated $144K sold.

Heck Capital Advisors first reported a position in LUV in Q3 2017 and held it in 3 quarters. The position peaked at $165K in Q4 2017. 869 funds tracked by Wall St. Rank hold LUV as of Q2 2018.

  • Heck Capital Advisors reported no remaining Southwest Airlines position as of Q2 2018 after selling out during the quarter.
  • Heck Capital Advisors sold 2,506 Southwest Airlines shares in Q2 2018, an estimated $144K.
  • Heck Capital Advisors first reported a position in Southwest Airlines in Q3 2017 and held it in 3 quarters.
  • Heck Capital Advisors's Southwest Airlines position peaked at $165K in Q4 2017.
  • 869 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2018.

Based on Heck Capital Advisors's 13F filing for Q2 2018, filed 19 May 2025.