CFA
BLUE

CT Financial Advisors’s bluebird bio BLUE Stock Holding History

CT Financial 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
2015
Q4 		– Sell
-4
Closed -$4.28K – 644
2015
Q3 		$4.28K Hold
4
– – ﹤0.01% 532
2015
Q2 		$8.42K Hold
4
– – ﹤0.01% 482
2015
Q1 		$6.04K Buy
+4
New +$5.28K ﹤0.01% 508
2014
Q1 		$6.04K Buy
+4
New +$1.21K ﹤0.01% 508

Other funds holding BLUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CT Financial Advisors's BLUE Position: Q4 2015 in Review

CT Financial Advisors sold out of bluebird bio (BLUE) in Q4 2015, closing a stake of 4 shares — an estimated $4.28K sold.

CT Financial Advisors first reported a position in BLUE in Q1 2014 and held it in 4 quarters. The position peaked at $8.42K in Q2 2015. 193 funds tracked by Wall St. Rank hold BLUE as of Q4 2015.

  • CT Financial Advisors reported no remaining bluebird bio position as of Q4 2015 after selling out during the quarter.
  • CT Financial Advisors sold 4 bluebird bio shares in Q4 2015, an estimated $4.28K.
  • CT Financial Advisors first reported a position in bluebird bio in Q1 2014 and held it in 4 quarters.
  • CT Financial Advisors's bluebird bio position peaked at $8.42K in Q2 2015.
  • 193 funds tracked by Wall St. Rank held bluebird bio as of Q4 2015.

Based on CT Financial Advisors's 13F filing for Q4 2015, filed 5 Jan 2016.