SWMG
LUV icon

Signature Wealth Management Group’s Southwest Airlines LUV Stock Holding History

Signature Wealth Management 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
2018
Q4 		– Sell
-248
Closed -$12K – 199
2018
Q3 		$12K Hold
248
– – 0.01% 172
2018
Q2 		$13K Hold
248
– – 0.01% 166
2018
Q1 		$14K Sell
248
-26
-9% -$1.56K 0.01% 159
2017
Q4 		$18K Buy
+274
New +$16.1K 0.01% 153

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Signature Wealth Management Group's LUV Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Southwest Airlines (LUV) in Q4 2018, closing a stake of 248 shares — an estimated $12K sold.

Signature Wealth Management Group first reported a position in LUV in Q4 2017 and held it in 4 quarters. The position peaked at $18K in Q4 2017. 884 funds tracked by Wall St. Rank hold LUV as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Southwest Airlines position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 248 Southwest Airlines shares in Q4 2018, an estimated $12K.
  • Signature Wealth Management Group first reported a position in Southwest Airlines in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Southwest Airlines position peaked at $18K in Q4 2017.
  • 884 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.