EWM
BLUE

Edge Wealth Management’s bluebird bio BLUE Stock Holding History

Edge Wealth 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
2020
Q2 		– Sell
-1
Closed -$2K – 683
2020
Q1 		$2K Hold
1
– – ﹤0.01% 539
2019
Q4 		$14K Buy
+1
New +$1.09K ﹤0.01% 379

Other funds holding BLUE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edge Wealth Management's BLUE Position: Q3 2016 in Review

Edge Wealth Management sold out of bluebird bio (BLUE) in Q3 2016, closing a stake of 39 shares — an estimated $21K sold.

Edge Wealth Management first reported a position in BLUE in Q2 2016 and held it in 1 quarter. The position peaked at $21K in Q2 2016. 200 funds tracked by Wall St. Rank hold BLUE as of Q3 2016.

  • Edge Wealth Management reported no remaining bluebird bio position as of Q3 2016 after selling out during the quarter.
  • Edge Wealth Management sold 39 bluebird bio shares in Q3 2016, an estimated $21K.
  • Edge Wealth Management first reported a position in bluebird bio in Q2 2016 and held it in 1 quarter.
  • Edge Wealth Management's bluebird bio position peaked at $21K in Q2 2016.
  • 200 funds tracked by Wall St. Rank held bluebird bio as of Q3 2016.

Based on Edge Wealth Management's 13F filing for Q3 2016, filed 13 Oct 2016.