LWS
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Lucia Wealth Services’s Southwest Airlines LUV Stock Holding History

Lucia Wealth Services’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
Q1 		– Sell
-1,811
Closed -$84K – 198
2018
Q4 		$84K Sell
1,811
-2,784
-61% -$148K 0.04% 134
2018
Q3 		$287K Sell
4,595
-259
-5% -$15.1K 0.09% 118
2018
Q2 		$247K Buy
4,854
+898
+23% +$47.3K 0.11% 115
2018
Q1 		$227K Buy
+3,956
New +$238K 0.07% 104

Other funds holding LUV

Primecap Management
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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lucia Wealth Services's LUV Position: Q1 2019 in Review

Lucia Wealth Services sold out of Southwest Airlines (LUV) in Q1 2019, closing a stake of 1,811 shares — an estimated $84K sold.

Lucia Wealth Services first reported a position in LUV in Q1 2018 and held it in 4 quarters. The position peaked at $287K in Q3 2018. 886 funds tracked by Wall St. Rank hold LUV as of Q1 2019.

  • Lucia Wealth Services reported no remaining Southwest Airlines position as of Q1 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 1,811 Southwest Airlines shares in Q1 2019, an estimated $84K.
  • Lucia Wealth Services first reported a position in Southwest Airlines in Q1 2018 and held it in 4 quarters.
  • Lucia Wealth Services's Southwest Airlines position peaked at $287K in Q3 2018.
  • 886 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2019.

Based on Lucia Wealth Services's 13F filing for Q1 2019, filed 15 May 2019.