EWM
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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return