WA
LUV icon

WFG Advisors’s Southwest Airlines LUV Stock Holding History

WFG 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
2017
Q2 		$306K Buy
4,931
+1,010
+26% +$58.8K 0.07% 282
2017
Q1 		$211K Sell
3,921
-81
-2% -$4.36K 0.06% 322
2016
Q4 		$199K Buy
4,002
+31
+0.8% +$1.39K 0.05% 384
2016
Q3 		$154K Buy
3,971
+225
+6% +$8.55K 0.04% 425
2016
Q2 		$147K Sell
3,746
-1,002
-21% -$42.9K 0.04% 409
2016
Q1 		$213K Sell
4,748
-91
-2% -$3.7K 0.06% 285
2015
Q4 		$208K Sell
4,839
-1,858
-28% -$82.3K 0.06% 282
2015
Q3 		$255K Sell
6,697
-748
-10% -$27.6K 0.08% 243
2015
Q2 		$246K Sell
7,445
-4,163
-36% -$163K 0.07% 286
2015
Q1 		$514K Sell
11,608
-7,177
-38% -$314K 0.14% 167
2014
Q4 		$795K Sell
18,785
-2,719
-13% -$102K 0.16% 144
2014
Q3 		$726K Buy
21,504
+703
+3% +$21.5K 0.14% 179
2014
Q2 		$559K Sell
20,801
-151
-0.7% -$3.81K 0.1% 227
2014
Q1 		$495K Sell
20,952
-18,133
-46% -$397K 0.1% 248
2013
Q4 		$736K Sell
39,085
-500
-1% -$8.72K 0.1% 225
2013
Q3 		$576K Buy
39,585
+437
+1% +$5.95K 0.09% 255
2013
Q2 		$505K Buy
+39,148
New +$534K 0.08% 257

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WFG Advisors's LUV Position: Q2 2017 in Review

WFG Advisors increased its Southwest Airlines (LUV) stake by 26% in Q2 2017, buying an estimated $58.8K and bringing the position to 4,931 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #282.

WFG Advisors first reported a position in LUV in Q2 2013 and has held it in 17 quarters since. The position peaked at $795K in Q4 2014. 808 funds tracked by Wall St. Rank hold LUV as of Q2 2017.

  • WFG Advisors held 4,931 shares of Southwest Airlines worth $306K as of Q2 2017.
  • WFG Advisors bought 1,010 Southwest Airlines shares in Q2 2017, an estimated $58.8K.
  • Southwest Airlines made up 0.07% of WFG Advisors's portfolio in Q2 2017, its #282 holding.
  • WFG Advisors first reported a position in Southwest Airlines in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Southwest Airlines position peaked at $795K in Q4 2014.
  • 808 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.