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Constellation Wealth Advisors’s JetBlue JBLU Stock Holding History

Constellation Wealth 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
2014
Q1 		– Sell
-10,000
Closed -$85K – 195
2013
Q4 		$85K Buy
+10,000
New +$79.4K 0.01% 194

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BFA
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Constellation Wealth Advisors's JBLU Position: Q1 2014 in Review

Constellation Wealth Advisors sold out of JetBlue (JBLU) in Q1 2014, closing a stake of 10,000 shares — an estimated $85K sold.

Constellation Wealth Advisors first reported a position in JBLU in Q4 2013 and held it in 1 quarter. The position peaked at $85K in Q4 2013. 296 funds tracked by Wall St. Rank hold JBLU as of Q1 2014.

  • Constellation Wealth Advisors reported no remaining JetBlue position as of Q1 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 10,000 JetBlue shares in Q1 2014, an estimated $85K.
  • Constellation Wealth Advisors first reported a position in JetBlue in Q4 2013 and held it in 1 quarter.
  • Constellation Wealth Advisors's JetBlue position peaked at $85K in Q4 2013.
  • 296 funds tracked by Wall St. Rank held JetBlue as of Q1 2014.

Based on Constellation Wealth Advisors's 13F filing for Q1 2014, filed 7 May 2014.