WAS
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WESPAC Advisors SoCal’s Southwest Airlines LUV Stock Holding History

WESPAC Advisors SoCal’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
2019
Q1 		– Sell
-102
Closed -$4K – 354
2018
Q4 		$4K Hold
102
– – ﹤0.01% 290
2018
Q3 		$6K Buy
+102
New +$5.97K ﹤0.01% 260

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WESPAC Advisors SoCal's LUV Position: Q1 2019 in Review

WESPAC Advisors SoCal sold out of Southwest Airlines (LUV) in Q1 2019, closing a stake of 102 shares — an estimated $4K sold.

WESPAC Advisors SoCal first reported a position in LUV in Q3 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 886 funds tracked by Wall St. Rank hold LUV as of Q1 2019.

  • WESPAC Advisors SoCal reported no remaining Southwest Airlines position as of Q1 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 102 Southwest Airlines shares in Q1 2019, an estimated $4K.
  • WESPAC Advisors SoCal first reported a position in Southwest Airlines in Q3 2018 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Southwest Airlines position peaked at $6K in Q3 2018.
  • 886 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2019, filed 2 May 2019.