KIA
LUV icon

KCM Investment Advisors’s Southwest Airlines LUV Stock Holding History

KCM Investment 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
2017
Q4 		– Sell
-3,766
Closed -$211K – 525
2017
Q3 		$211K Sell
3,766
-2,169
-37% -$122K 0.01% 501
2017
Q2 		$369K Sell
5,935
-2,588
-30% -$151K 0.02% 406
2017
Q1 		$458K Sell
8,523
-1,731
-17% -$93.1K 0.03% 370
2016
Q4 		$511K Buy
10,254
+301
+3% +$13.5K 0.03% 354
2016
Q3 		$387K Buy
9,953
+2,227
+29% +$84.6K 0.03% 406
2016
Q2 		$303K Buy
7,726
+516
+7% +$22.1K 0.02% 425
2016
Q1 		$323K Buy
7,210
+248
+4% +$10.1K 0.02% 409
2015
Q4 		$300K Buy
+6,962
New +$308K 0.02% 409

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KCM Investment Advisors's LUV Position: Q4 2017 in Review

KCM Investment Advisors sold out of Southwest Airlines (LUV) in Q4 2017, closing a stake of 3,766 shares — an estimated $211K sold.

KCM Investment Advisors first reported a position in LUV in Q4 2015 and held it in 8 quarters. The position peaked at $511K in Q4 2016. 912 funds tracked by Wall St. Rank hold LUV as of Q4 2017.

  • KCM Investment Advisors reported no remaining Southwest Airlines position as of Q4 2017 after selling out during the quarter.
  • KCM Investment Advisors sold 3,766 Southwest Airlines shares in Q4 2017, an estimated $211K.
  • KCM Investment Advisors first reported a position in Southwest Airlines in Q4 2015 and held it in 8 quarters.
  • KCM Investment Advisors's Southwest Airlines position peaked at $511K in Q4 2016.
  • 912 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2017.

Based on KCM Investment Advisors's 13F filing for Q4 2017, filed 22 Feb 2018.