Advisory Research’s bluebird bio BLUE Stock Holding History

Advisory Research’s Portfolio BLUE Stock Details BLUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-214	Closed	-$436K	–	367
2019 Q1	$436K	Buy	+214	New	+$377K	0.01%	301
2018 Q3	–	Sell	-576	Closed	-$1.17M	–	364
2018 Q2	$1.17M	Sell	576 -101	-15%	-$230K	0.02%	260
2018 Q1	$1.5M	Sell	677 -331	-33%	-$842K	0.03%	236
2017 Q4	$2.32M	Sell	1,008 -439	-30%	-$891K	0.04%	208
2017 Q3	$2.58M	Sell	1,447 -182	-11%	-$254K	0.04%	191
2017 Q2	$2.22M	Sell	1,629 -536	-25%	-$647K	0.03%	207
2017 Q1	$2.55M	Buy	2,165 +283	+15%	+$289K	0.04%	219
2016 Q4	$1.5M	Buy	+1,882	New	+$1.49M	0.02%	237

Other funds holding BLUE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Research's BLUE Position: Q2 2019 in Review

Advisory Research sold out of bluebird bio (BLUE) in Q2 2019, closing a stake of 214 shares — an estimated $436K sold.

Advisory Research first reported a position in BLUE in Q4 2016 and held it in 8 quarters. The position peaked at $2.58M in Q3 2017. 273 funds tracked by Wall St. Rank hold BLUE as of Q2 2019.

Advisory Research reported no remaining bluebird bio position as of Q2 2019 after selling out during the quarter.
Advisory Research sold 214 bluebird bio shares in Q2 2019, an estimated $436K.
Advisory Research first reported a position in bluebird bio in Q4 2016 and held it in 8 quarters.
Advisory Research's bluebird bio position peaked at $2.58M in Q3 2017.
273 funds tracked by Wall St. Rank held bluebird bio as of Q2 2019.

Based on Advisory Research's 13F filing for Q2 2019, filed 14 Aug 2019.