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 $127B AUM 44.11% 1-Year Est. Return

Berkshire Hathaway

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

T. Rowe Price Associates

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