RWA
LUV icon

RGT Wealth Advisors’s Southwest Airlines LUV Stock Holding History

RGT Wealth Advisors’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
2017
Q1 		– Sell
-11,188
Closed -$558K – 120
2016
Q4 		$558K Sell
11,188
-86
-0.8% -$3.86K 0.31% 43
2016
Q3 		$438K Buy
+11,274
New +$429K 0.27% 52

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RGT Wealth Advisors's LUV Position: Q1 2017 in Review

RGT Wealth Advisors sold out of Southwest Airlines (LUV) in Q1 2017, closing a stake of 11,188 shares — an estimated $558K sold.

RGT Wealth Advisors first reported a position in LUV in Q3 2016 and held it in 2 quarters. The position peaked at $558K in Q4 2016. 780 funds tracked by Wall St. Rank hold LUV as of Q1 2017.

  • RGT Wealth Advisors reported no remaining Southwest Airlines position as of Q1 2017 after selling out during the quarter.
  • RGT Wealth Advisors sold 11,188 Southwest Airlines shares in Q1 2017, an estimated $558K.
  • RGT Wealth Advisors first reported a position in Southwest Airlines in Q3 2016 and held it in 2 quarters.
  • RGT Wealth Advisors's Southwest Airlines position peaked at $558K in Q4 2016.
  • 780 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2017.

Based on RGT Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.