KJWM
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Kiley Juergens Wealth Management’s Southwest Airlines LUV Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-300
Closed -$18K – 391
2018
Q3 		$18K Hold
300
– – 0.01% 379
2018
Q2 		$15K Buy
+300
New +$15.8K 0.01% 375
2018
Q1 		– Sell
-303
Closed -$19K – 387
2017
Q4 		$19K Buy
+303
New +$17.8K 0.02% 354

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiley Juergens Wealth Management's LUV Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Southwest Airlines (LUV) in Q4 2018, closing a stake of 300 shares — an estimated $18K sold.

Kiley Juergens Wealth Management first reported a position in LUV in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q4 2017. 884 funds tracked by Wall St. Rank hold LUV as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Southwest Airlines position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 300 Southwest Airlines shares in Q4 2018, an estimated $18K.
  • Kiley Juergens Wealth Management first reported a position in Southwest Airlines in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Southwest Airlines position peaked at $19K in Q4 2017.
  • 884 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.