WA
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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
2014
Q4 		– Sell
-1,000
Closed -$22K – 2174
2014
Q3 		$22K Hold
1,000
– – ﹤0.01% 1244
2014
Q2 		$15K Hold
1,000
– – ﹤0.01% 1369
2014
Q1 		$11K Buy
+1,000
New +$21.9K ﹤0.01% 1442

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECU
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

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. 807 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.
  • 807 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.