AIA
BLUE

Affinity Investment Advisors’s bluebird bio BLUE Stock Holding History

Affinity Investment Advisors’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
2018
Q3 		– Sell
-199
Closed -$405K – 148
2018
Q2 		$405K Hold
199
– – 0.06% 129
2018
Q1 		$441K Sell
199
-14
-7% -$35.6K 0.05% 114
2017
Q4 		$491K Sell
213
-17
-7% -$34.5K 0.06% 104
2017
Q3 		$409K Buy
230
+49
+27% +$68.5K 0.05% 110
2017
Q2 		$246K Buy
+181
New +$218K 0.03% 141

Other funds holding BLUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Affinity Investment Advisors's BLUE Position: Q3 2018 in Review

Affinity Investment Advisors sold out of bluebird bio (BLUE) in Q3 2018, closing a stake of 199 shares — an estimated $405K sold.

Affinity Investment Advisors first reported a position in BLUE in Q2 2017 and held it in 5 quarters. The position peaked at $491K in Q4 2017. 288 funds tracked by Wall St. Rank hold BLUE as of Q3 2018.

  • Affinity Investment Advisors reported no remaining bluebird bio position as of Q3 2018 after selling out during the quarter.
  • Affinity Investment Advisors sold 199 bluebird bio shares in Q3 2018, an estimated $405K.
  • Affinity Investment Advisors first reported a position in bluebird bio in Q2 2017 and held it in 5 quarters.
  • Affinity Investment Advisors's bluebird bio position peaked at $491K in Q4 2017.
  • 288 funds tracked by Wall St. Rank held bluebird bio as of Q3 2018.

Based on Affinity Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.