EWM
BLUE

Executive Wealth Management’s bluebird bio BLUE Stock Holding History

Executive 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
2019
Q3 		– Sell
-2
Closed -$3K – 205
2019
Q2 		$3K Hold
2
– – ﹤0.01% 763
2019
Q1 		$4K Hold
2
– – ﹤0.01% 665
2018
Q4 		$2K Buy
+2
New +$3.07K ﹤0.01% 753

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Executive Wealth Management's BLUE Position: Q3 2019 in Review

Executive Wealth Management sold out of bluebird bio (BLUE) in Q3 2019, closing a stake of 2 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in BLUE in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q1 2019. 241 funds tracked by Wall St. Rank hold BLUE as of Q3 2019.

  • Executive Wealth Management reported no remaining bluebird bio position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 2 bluebird bio shares in Q3 2019, an estimated $3K.
  • Executive Wealth Management first reported a position in bluebird bio in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's bluebird bio position peaked at $4K in Q1 2019.
  • 241 funds tracked by Wall St. Rank held bluebird bio as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.