Apriem Advisors’s JetBlue JBLU Stock Holding History

Apriem Advisors’s Portfolio JBLU Stock Details JBLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-225	Closed	-$5K	–	343
2017 Q1	$5K	Hold	225	–	–	﹤0.01%	480
2016 Q4	$5K	Hold	225	–	–	﹤0.01%	499
2016 Q3	$4K	Hold	225	–	–	﹤0.01%	485
2016 Q2	$4K	Hold	225	–	–	﹤0.01%	493
2016 Q1	$5K	Hold	225	–	–	﹤0.01%	439
2015 Q4	$5K	Hold	225	–	–	﹤0.01%	435
2015 Q3	$6K	Hold	225	–	–	﹤0.01%	393
2015 Q2	$5K	Hold	225	–	–	﹤0.01%	485
2015 Q1	$4K	Hold	225	–	–	﹤0.01%	488
2014 Q4	$4K	Hold	225	–	–	﹤0.01%	444
2014 Q3	$2K	Hold	225	–	–	﹤0.01%	484
2014 Q2	$2K	Hold	225	–	–	﹤0.01%	435
2014 Q1	$2K	Hold	225	–	–	﹤0.01%	452
2013 Q4	$2K	Hold	225	–	–	﹤0.01%	464
2013 Q3	$1K	Hold	225	–	–	﹤0.01%	479
2013 Q2	$1K	Buy	+225	New	+$1.47K	﹤0.01%	451

Other funds holding JBLU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Apriem Advisors's JBLU Position: Q2 2017 in Review

Apriem Advisors sold out of JetBlue (JBLU) in Q2 2017, closing a stake of 225 shares — an estimated $5K sold.

Apriem Advisors first reported a position in JBLU in Q2 2013 and held it in 16 quarters. The position peaked at $6K in Q3 2015. 390 funds tracked by Wall St. Rank hold JBLU as of Q2 2017.

Apriem Advisors reported no remaining JetBlue position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 225 JetBlue shares in Q2 2017, an estimated $5K.
Apriem Advisors first reported a position in JetBlue in Q2 2013 and held it in 16 quarters.
Apriem Advisors's JetBlue position peaked at $6K in Q3 2015.
390 funds tracked by Wall St. Rank held JetBlue as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.