KLI
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Kelman-Lazarov Inc’s Southwest Airlines LUV Stock Holding History

Kelman-Lazarov Inc’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
Q1 		– Sell
-2,025
Closed -$101K – 184
2016
Q4 		$101K Hold
2,025
– – 0.06% 139
2016
Q3 		$79.3K Hold
2,025
– – 0.05% 155
2016
Q2 		$80.2K Hold
2,025
– – 0.05% 154
2016
Q1 		$90K Buy
+2,025
New +$82.4K 0.05% 153

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kelman-Lazarov Inc's LUV Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Southwest Airlines (LUV) in Q1 2017, closing a stake of 2,025 shares — an estimated $101K sold.

Kelman-Lazarov Inc first reported a position in LUV in Q1 2016 and held it in 4 quarters. The position peaked at $101K in Q4 2016. 781 funds tracked by Wall St. Rank hold LUV as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Southwest Airlines position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 2,025 Southwest Airlines shares in Q1 2017, an estimated $101K.
  • Kelman-Lazarov Inc first reported a position in Southwest Airlines in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Southwest Airlines position peaked at $101K in Q4 2016.
  • 781 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.