PSF
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Pacific Sun Financial’s Southwest Airlines LUV Stock Holding History

Pacific Sun Financial’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
2018
Q1 		– Sell
-23,825
Closed -$1.56M – 166
2017
Q4 		$1.56M Buy
+23,825
New +$1.4M 0.85% 45

Other funds holding LUV

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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pacific Sun Financial's LUV Position: Q1 2018 in Review

Pacific Sun Financial sold out of Southwest Airlines (LUV) in Q1 2018, closing a stake of 23,825 shares — an estimated $1.56M sold.

Pacific Sun Financial first reported a position in LUV in Q4 2017 and held it in 1 quarter. The position peaked at $1.56M in Q4 2017. 873 funds tracked by Wall St. Rank hold LUV as of Q1 2018.

  • Pacific Sun Financial reported no remaining Southwest Airlines position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 23,825 Southwest Airlines shares in Q1 2018, an estimated $1.56M.
  • Pacific Sun Financial first reported a position in Southwest Airlines in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's Southwest Airlines position peaked at $1.56M in Q4 2017.
  • 873 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.