LWM
LUV icon

LBA Wealth Management’s Southwest Airlines LUV Stock Holding History

LBA 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
2017
Q1 		$2K Hold
40
– – ﹤0.01% 410
2016
Q4 		$2K Hold
40
– – ﹤0.01% 412
2016
Q3 		$2K Hold
40
– – ﹤0.01% 414
2016
Q2 		$2K Buy
+40
New +$1.71K ﹤0.01% 399

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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
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

LBA Wealth Management's LUV Position: Q1 2017 in Review

LBA Wealth Management held its Southwest Airlines (LUV) position steady in Q1 2017 at 40 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

LBA Wealth Management first reported a position in LUV in Q2 2016 and has held it in 4 quarters since. 780 funds tracked by Wall St. Rank hold LUV as of Q1 2017.

  • LBA Wealth Management held 40 shares of Southwest Airlines worth $2K as of Q1 2017.
  • LBA Wealth Management left its Southwest Airlines share count unchanged in Q1 2017.
  • Southwest Airlines made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #410 holding.
  • LBA Wealth Management first reported a position in Southwest Airlines in Q2 2016 and has held it in 4 quarters since.
  • 780 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.