Gary Goldberg Planning Services’s JetBlue JBLU Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$16K	Buy	+1,000	New	+$13K	0.01%	311

Other funds holding JBLU

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

DSC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Gary Goldberg Planning Services's JBLU Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in JetBlue (JBLU) in Q4 2014: 1,000 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings.

359 funds tracked by Wall St. Rank hold JBLU as of Q4 2014.

Gary Goldberg Planning Services held 1,000 shares of JetBlue worth $16K as of Q4 2014.
JetBlue was a new Gary Goldberg Planning Services position in Q4 2014.
JetBlue made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #311 holding.
359 funds tracked by Wall St. Rank held JetBlue as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.