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Financial Gravity Companies’s JetBlue JBLU Stock Holding History

Financial Gravity Companies’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 		$1K Buy
+46
New +$802 ﹤0.01% 1120
2018
Q1 		$1K Buy
53
+25
+89% +$532 ﹤0.01% 1167
2017
Q4 		$1K Buy
+28
New +$572 ﹤0.01% 1141

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
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
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Financial Gravity Companies's JBLU Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in JetBlue (JBLU) in Q4 2018: 46 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in JBLU as recently as Q1 2018.

Financial Gravity Companies first reported a position in JBLU in Q4 2017 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold JBLU as of Q4 2018.

  • Financial Gravity Companies held 46 shares of JetBlue worth $1K as of Q4 2018.
  • JetBlue was a new Financial Gravity Companies position in Q4 2018.
  • JetBlue made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1120 holding.
  • Financial Gravity Companies first reported a position in JetBlue in Q4 2017 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held JetBlue as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.