DBIA
BLUE

Dumont & Blake Investment Advisors’s bluebird bio BLUE Stock Holding History

Dumont & Blake Investment 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
2018
Q4 		– Sell
-347
Closed -$657K – 180
2018
Q3 		$657K Buy
347
+7
+2% +$14.5K 0.26% 121
2018
Q2 		$691K Buy
340
+31
+10% +$70.7K 0.29% 113
2018
Q1 		$683K Buy
+309
New +$786K 0.29% 110
2017
Q3 		– Sell
-347
Closed -$485K – 194
2017
Q2 		$473K Buy
+347
New +$419K 0.21% 125

Other funds holding BLUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dumont & Blake Investment Advisors's BLUE Position: Q4 2018 in Review

Dumont & Blake Investment Advisors sold out of bluebird bio (BLUE) in Q4 2018, closing a stake of 347 shares — an estimated $657K sold.

Dumont & Blake Investment Advisors first reported a position in BLUE in Q2 2017 and held it in 4 quarters. The position peaked at $691K in Q2 2018. 251 funds tracked by Wall St. Rank hold BLUE as of Q4 2018.

  • Dumont & Blake Investment Advisors reported no remaining bluebird bio position as of Q4 2018 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 347 bluebird bio shares in Q4 2018, an estimated $657K.
  • Dumont & Blake Investment Advisors first reported a position in bluebird bio in Q2 2017 and held it in 4 quarters.
  • Dumont & Blake Investment Advisors's bluebird bio position peaked at $691K in Q2 2018.
  • 251 funds tracked by Wall St. Rank held bluebird bio as of Q4 2018.

Based on Dumont & Blake Investment Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.