SWS Partners’s Southwest Airlines LUV Stock Holding History

SWS Partners’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 Q2	–	Sell	-251	Closed	-$14K	–	220
2018 Q1	$14K	Buy	251 +1	+0.4%	+$60	0.01%	238
2017 Q4	$16K	Buy	+250	New	+$14.7K	0.01%	241

Other funds holding LUV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SWS Partners's LUV Position: Q2 2018 in Review

SWS Partners sold out of Southwest Airlines (LUV) in Q2 2018, closing a stake of 251 shares — an estimated $14K sold.

SWS Partners first reported a position in LUV in Q4 2017 and held it in 2 quarters. The position peaked at $16K in Q4 2017. 868 funds tracked by Wall St. Rank hold LUV as of Q2 2018.

SWS Partners reported no remaining Southwest Airlines position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 251 Southwest Airlines shares in Q2 2018, an estimated $14K.
SWS Partners first reported a position in Southwest Airlines in Q4 2017 and held it in 2 quarters.
SWS Partners's Southwest Airlines position peaked at $16K in Q4 2017.
868 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.