Mariner Wealth Advisors (NYC)’s Southwest Airlines LUV Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$10K	Buy	+222	New	+$9.7K	﹤0.01%	374

Other funds holding LUV

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s LUV Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Southwest Airlines (LUV) in Q1 2015: 222 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings.

720 funds tracked by Wall St. Rank hold LUV as of Q1 2015.

Mariner Wealth Advisors (NYC) held 222 shares of Southwest Airlines worth $10K as of Q1 2015.
Southwest Airlines was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Southwest Airlines made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #374 holding.
720 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.