Financial Architects (New Jersey)’s JetBlue JBLU Stock Holding History

Financial Architects (New Jersey)’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 Q4	–	Sell	-125	Closed	-$2K	–	1414
2018 Q3	$2K	Buy	+125	New	+$2.37K	﹤0.01%	1331
2017 Q1	–	Sell	-2,000	Closed	-$45K	–	1596
2016 Q4	$45K	Sell	2,000 -500	-20%	-$9.88K	0.01%	591
2016 Q3	$43K	Hold	2,500	–	–	0.01%	621
2016 Q2	$41K	Buy	2,500 +2,000	+400%	+$37.2K	0.01%	591
2016 Q1	$11K	Buy	+500	New	+$10.5K	﹤0.01%	728
2015 Q3	–	Sell	-1,100	Closed	-$23K	–	572
2015 Q2	$23K	Buy	+1,100	New	+$22.3K	0.01%	612

Other funds holding JBLU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Financial Architects (New Jersey)'s JBLU Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of JetBlue (JBLU) in Q4 2018, closing a stake of 125 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in JBLU in Q2 2015 and held it in 6 quarters. The position peaked at $45K in Q4 2016. 360 funds tracked by Wall St. Rank hold JBLU as of Q4 2018.

Financial Architects (New Jersey) reported no remaining JetBlue position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 125 JetBlue shares in Q4 2018, an estimated $2K.
Financial Architects (New Jersey) first reported a position in JetBlue in Q2 2015 and held it in 6 quarters.
Financial Architects (New Jersey)'s JetBlue position peaked at $45K in Q4 2016.
360 funds tracked by Wall St. Rank held JetBlue as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.