Northwest Wealth Management’s Southwest Airlines LUV Stock Holding History

Northwest 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
2019 Q2	–	Sell	-2,620	Closed	-$136K	–	327
2019 Q1	$136K	Buy	2,620 +700	+36%	+$36.9K	0.1%	134
2018 Q4	$89K	Hold	1,920	–	–	0.08%	159
2018 Q3	$120K	Buy	1,920 +1,500	+357%	+$87.7K	0.09%	137
2018 Q2	$21K	Sell	420 -920	-69%	-$48.4K	0.02%	293
2018 Q1	$76K	Buy	+1,340	New	+$80.5K	0.06%	174

Other funds holding LUV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northwest Wealth Management's LUV Position: Q2 2019 in Review

Northwest Wealth Management sold out of Southwest Airlines (LUV) in Q2 2019, closing a stake of 2,620 shares — an estimated $136K sold.

Northwest Wealth Management first reported a position in LUV in Q1 2018 and held it in 5 quarters. The position peaked at $136K in Q1 2019. 875 funds tracked by Wall St. Rank hold LUV as of Q2 2019.

Northwest Wealth Management reported no remaining Southwest Airlines position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 2,620 Southwest Airlines shares in Q2 2019, an estimated $136K.
Northwest Wealth Management first reported a position in Southwest Airlines in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Southwest Airlines position peaked at $136K in Q1 2019.
875 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.