Calton & Associates’s JetBlue JBLU Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-1,280	Closed	-$28K	–	833
2017 Q4	$28K	Buy	+1,280	New	+$26.1K	0.01%	819

Other funds holding JBLU

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Calton & Associates's JBLU Position: Q1 2018 in Review

Calton & Associates sold out of JetBlue (JBLU) in Q1 2018, closing a stake of 1,280 shares — an estimated $28K sold.

Calton & Associates first reported a position in JBLU in Q4 2017 and held it in 1 quarter. The position peaked at $28K in Q4 2017. 383 funds tracked by Wall St. Rank hold JBLU as of Q1 2018.

Calton & Associates reported no remaining JetBlue position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1,280 JetBlue shares in Q1 2018, an estimated $28K.
Calton & Associates first reported a position in JetBlue in Q4 2017 and held it in 1 quarter.
Calton & Associates's JetBlue position peaked at $28K in Q4 2017.
383 funds tracked by Wall St. Rank held JetBlue as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.