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First Personal Financial Services’s JetBlue JBLU Stock Holding History

First Personal Financial Services’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
Q2 		– Sell
-1,246
Closed -$25K – 803
2018
Q1 		$25K Sell
1,246
-1,162
-48% -$24.7K 0.01% 585
2017
Q4 		$54K Buy
+2,408
New +$49.2K 0.01% 459
2017
Q3 		– Sell
-160
Closed -$4K – 852
2017
Q2 		$4K Buy
+160
New +$3.52K ﹤0.01% 807

Other funds holding JBLU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Personal Financial Services's JBLU Position: Q2 2018 in Review

First Personal Financial Services sold out of JetBlue (JBLU) in Q2 2018, closing a stake of 1,246 shares — an estimated $25K sold.

First Personal Financial Services first reported a position in JBLU in Q2 2017 and held it in 3 quarters. The position peaked at $54K in Q4 2017. 365 funds tracked by Wall St. Rank hold JBLU as of Q2 2018.

  • First Personal Financial Services reported no remaining JetBlue position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 1,246 JetBlue shares in Q2 2018, an estimated $25K.
  • First Personal Financial Services first reported a position in JetBlue in Q2 2017 and held it in 3 quarters.
  • First Personal Financial Services's JetBlue position peaked at $54K in Q4 2017.
  • 365 funds tracked by Wall St. Rank held JetBlue as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.