MAFM
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Mid Atlantic Financial Management’s Southwest Airlines LUV Stock Holding History

Mid Atlantic Financial 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
2020
Q1 		– Sell
-4,519
Closed -$244K – 737
2019
Q4 		$244K Buy
4,519
+404
+10% +$22.4K 0.02% 586
2019
Q3 		$222K Sell
4,115
-2,907
-41% -$152K 0.02% 593
2019
Q2 		$357K Buy
7,022
+2,365
+51% +$123K 0.04% 470
2019
Q1 		$242K Sell
4,657
-1,432
-24% -$75.5K 0.03% 574
2018
Q4 		$283K Buy
+6,089
New +$323K 0.04% 482

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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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mid Atlantic Financial Management's LUV Position: Q1 2020 in Review

Mid Atlantic Financial Management sold out of Southwest Airlines (LUV) in Q1 2020, closing a stake of 4,519 shares — an estimated $244K sold.

Mid Atlantic Financial Management first reported a position in LUV in Q4 2018 and held it in 5 quarters. The position peaked at $357K in Q2 2019. 796 funds tracked by Wall St. Rank hold LUV as of Q1 2020.

  • Mid Atlantic Financial Management reported no remaining Southwest Airlines position as of Q1 2020 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 4,519 Southwest Airlines shares in Q1 2020, an estimated $244K.
  • Mid Atlantic Financial Management first reported a position in Southwest Airlines in Q4 2018 and held it in 5 quarters.
  • Mid Atlantic Financial Management's Southwest Airlines position peaked at $357K in Q2 2019.
  • 796 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2020, filed 11 May 2020.