KCS Wealth Advisory’s Southwest Airlines LUV Stock Holding History

KCS Wealth Advisory’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
2019 Q4	–	Sell	-816	Closed	-$44.1K	–	296
2019 Q3	$44.1K	Buy	+816	New	+$42.7K	0.03%	250

Other funds holding LUV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KCS Wealth Advisory's LUV Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Southwest Airlines (LUV) in Q4 2019, closing a stake of 816 shares — an estimated $44.1K sold.

KCS Wealth Advisory first reported a position in LUV in Q3 2019 and held it in 1 quarter. The position peaked at $44.1K in Q3 2019. 899 funds tracked by Wall St. Rank hold LUV as of Q4 2019.

KCS Wealth Advisory reported no remaining Southwest Airlines position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 816 Southwest Airlines shares in Q4 2019, an estimated $44.1K.
KCS Wealth Advisory first reported a position in Southwest Airlines in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Southwest Airlines position peaked at $44.1K in Q3 2019.
899 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.