Congress Asset Management’s bluebird bio BLUE Stock Holding History

Congress Asset Management’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	-376	Closed	-$765K	–	365
2018 Q2	$765K	Sell	376 -328	-47%	-$748K	0.01%	314
2018 Q1	$1.56M	Buy	704 +17	+2%	+$43.2K	0.02%	293
2017 Q4	$1.58M	Sell	687 -541	-44%	-$1.1M	0.02%	280
2017 Q3	$2.19M	Buy	+1,228	New	+$1.72M	0.03%	245

Other funds holding BLUE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Congress Asset Management's BLUE Position: Q3 2018 in Review

Congress Asset Management sold out of bluebird bio (BLUE) in Q3 2018, closing a stake of 376 shares — an estimated $765K sold.

Congress Asset Management first reported a position in BLUE in Q3 2017 and held it in 4 quarters. The position peaked at $2.19M in Q3 2017. 288 funds tracked by Wall St. Rank hold BLUE as of Q3 2018.

Congress Asset Management reported no remaining bluebird bio position as of Q3 2018 after selling out during the quarter.
Congress Asset Management sold 376 bluebird bio shares in Q3 2018, an estimated $765K.
Congress Asset Management first reported a position in bluebird bio in Q3 2017 and held it in 4 quarters.
Congress Asset Management's bluebird bio position peaked at $2.19M in Q3 2017.
288 funds tracked by Wall St. Rank held bluebird bio as of Q3 2018.

Based on Congress Asset Management's 13F filing for Q3 2018, filed 26 Oct 2018.