PWMAG
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Pinnacle Wealth Management Advisory Group’s Southwest Airlines LUV Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2016
Q1 		– Sell
-5,000
Closed -$215K – 115
2015
Q4 		$215K Buy
+5,000
New +$221K 0.2% 102

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ECU
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BFA
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Pinnacle Wealth Management Advisory Group's LUV Position: Q1 2016 in Review

Pinnacle Wealth Management Advisory Group sold out of Southwest Airlines (LUV) in Q1 2016, closing a stake of 5,000 shares — an estimated $215K sold.

Pinnacle Wealth Management Advisory Group first reported a position in LUV in Q4 2015 and held it in 1 quarter. The position peaked at $215K in Q4 2015. 767 funds tracked by Wall St. Rank hold LUV as of Q1 2016.

  • Pinnacle Wealth Management Advisory Group reported no remaining Southwest Airlines position as of Q1 2016 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 5,000 Southwest Airlines shares in Q1 2016, an estimated $215K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Southwest Airlines in Q4 2015 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's Southwest Airlines position peaked at $215K in Q4 2015.
  • 767 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2016.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2016, filed 12 May 2016.