Evercore Wealth Management’s JetBlue JBLU Stock Holding History

Evercore Wealth Management’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
2018 Q1	–	Sell	-2,500	Closed	-$56K	–	578
2017 Q4	$56K	Hold	2,500	–	–	﹤0.01%	562
2017 Q3	$46K	Hold	2,500	–	–	﹤0.01%	585
2017 Q2	$57K	Hold	2,500	–	–	﹤0.01%	562
2017 Q1	$52K	Hold	2,500	–	–	﹤0.01%	589
2016 Q4	$56K	Sell	2,500 -454	-15%	-$8.97K	﹤0.01%	588
2016 Q3	$51K	Sell	2,954 -1,108	-27%	-$18.9K	﹤0.01%	594
2016 Q2	$67K	Buy	4,062 +1,562	+62%	+$29K	﹤0.01%	524
2016 Q1	$53K	Hold	2,500	–	–	﹤0.01%	554
2015 Q4	$57K	Hold	2,500	–	–	﹤0.01%	570
2015 Q3	$64K	Hold	2,500	–	–	﹤0.01%	550
2015 Q2	$52K	Sell	2,500 -25,000	-91%	-$506K	﹤0.01%	628
2015 Q1	$529K	Hold	27,500	–	–	0.02%	265
2014 Q4	$437K	Hold	27,500	–	–	0.02%	260
2014 Q3	$293K	Hold	27,500	–	–	0.01%	341
2014 Q2	$298K	Buy	+27,500	New	+$254K	0.02%	341
2014 Q1	–	Sell	-10,000	Closed	-$85K	–	911
2013 Q4	$85K	Buy	10,000 +9,700	+3,233%	+$77K	﹤0.01%	479
2013 Q3	$2K	Hold	300	–	–	﹤0.01%	957
2013 Q2	$2K	Buy	+300	New	+$1.96K	﹤0.01%	779

Other funds holding JBLU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Evercore Wealth Management's JBLU Position: Q1 2018 in Review

Evercore Wealth Management sold out of JetBlue (JBLU) in Q1 2018, closing a stake of 2,500 shares — an estimated $56K sold.

Evercore Wealth Management first reported a position in JBLU in Q2 2013 and held it in 18 quarters. The position peaked at $529K in Q1 2015. 384 funds tracked by Wall St. Rank hold JBLU as of Q1 2018.

Evercore Wealth Management reported no remaining JetBlue position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 2,500 JetBlue shares in Q1 2018, an estimated $56K.
Evercore Wealth Management first reported a position in JetBlue in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's JetBlue position peaked at $529K in Q1 2015.
384 funds tracked by Wall St. Rank held JetBlue as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.