WA
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WealthTrust-Arizona’s Southwest Airlines LUV Stock Holding History

WealthTrust-Arizona’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
Q2 		– Sell
-200
Closed -$1K – 653
2015
Q1 		$1K Buy
+200
New +$8.74K ﹤0.01% 629

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

WealthTrust-Arizona's LUV Position: Q4 2018 in Review

WealthTrust-Arizona increased its Southwest Airlines (LUV) stake by 4.5% in Q4 2018, buying an estimated $3.72K and bringing the position to 1,615 shares worth $75K. The position accounts for 0.04% of the portfolio, ranked #116.

WealthTrust-Arizona first reported a position in LUV in Q2 2013 and has held it in 23 quarters since. The position peaked at $96K in Q3 2018. 884 funds tracked by Wall St. Rank hold LUV as of Q4 2018.

  • WealthTrust-Arizona held 1,615 shares of Southwest Airlines worth $75K as of Q4 2018.
  • WealthTrust-Arizona bought 70 Southwest Airlines shares in Q4 2018, an estimated $3.72K.
  • Southwest Airlines made up 0.04% of WealthTrust-Arizona's portfolio in Q4 2018, its #116 holding.
  • WealthTrust-Arizona first reported a position in Southwest Airlines in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Southwest Airlines position peaked at $96K in Q3 2018.
  • 884 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.