HFP
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Holistic Financial Partners’s Southwest Airlines LUV Stock Holding History

Holistic Financial Partners’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
-206
Closed -$12K – 225
2018
Q1 		$12K Sell
206
-100
-33% -$6K 0.01% 308
2017
Q4 		$20K Buy
+306
New +$18K 0.02% 280

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Boston Partners
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Holistic Financial Partners's LUV Position: Q2 2018 in Review

Holistic Financial Partners sold out of Southwest Airlines (LUV) in Q2 2018, closing a stake of 206 shares — an estimated $12K sold.

Holistic Financial Partners first reported a position in LUV in Q4 2017 and held it in 2 quarters. The position peaked at $20K in Q4 2017. 868 funds tracked by Wall St. Rank hold LUV as of Q2 2018.

  • Holistic Financial Partners reported no remaining Southwest Airlines position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 206 Southwest Airlines shares in Q2 2018, an estimated $12K.
  • Holistic Financial Partners first reported a position in Southwest Airlines in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Southwest Airlines position peaked at $20K in Q4 2017.
  • 868 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.