SFWA
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Summit Financial Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Summit Financial 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
2015
Q3 		– Sell
-457
Closed -$15K – 243
2015
Q2 		$15K Hold
457
– – 0.01% 213
2015
Q1 		$19K Hold
457
– – 0.01% 171
2014
Q4 		$19K Buy
+457
New +$17.1K 0.01% 169

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LTI
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Summit Financial Wealth Advisors's LUV Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Southwest Airlines (LUV) in Q3 2015, closing a stake of 457 shares — an estimated $15K sold.

Summit Financial Wealth Advisors first reported a position in LUV in Q4 2014 and held it in 3 quarters. The position peaked at $19K in Q1 2015. 680 funds tracked by Wall St. Rank hold LUV as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Southwest Airlines position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 457 Southwest Airlines shares in Q3 2015, an estimated $15K.
  • Summit Financial Wealth Advisors first reported a position in Southwest Airlines in Q4 2014 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Southwest Airlines position peaked at $19K in Q1 2015.
  • 680 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.