Gideon Capital Advisors’s JetBlue JBLU Stock Holding History

Gideon Capital Advisors’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
2017 Q4	–	Sell	-34,842	Closed	-$646K	–	346
2017 Q3	$646K	Buy	+34,842	New	+$730K	0.64%	20
2016 Q4	–	Sell	-75,040	Closed	-$1.29M	–	435
2016 Q3	$1.29M	Buy	+75,040	New	+$1.28M	0.78%	40
2016 Q1	–	Sell	-49,649	Closed	-$1.13M	–	186
2015 Q4	$1.13M	Buy	+49,649	New	+$1.24M	0.82%	41
2015 Q1	–	Sell	-13,215	Closed	-$210K	–	268
2014 Q4	$210K	Buy	+13,215	New	+$171K	0.1%	191
2014 Q2	–	Sell	-17,414	Closed	-$151K	–	278
2014 Q1	$151K	Buy	+17,414	New	+$153K	0.08%	193

Other funds holding JBLU

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Gideon Capital Advisors's JBLU Position: Q4 2017 in Review

Gideon Capital Advisors sold out of JetBlue (JBLU) in Q4 2017, closing a stake of 34,842 shares — an estimated $646K sold.

Gideon Capital Advisors first reported a position in JBLU in Q1 2014 and held it in 5 quarters. The position peaked at $1.29M in Q3 2016. 377 funds tracked by Wall St. Rank hold JBLU as of Q4 2017.

Gideon Capital Advisors reported no remaining JetBlue position as of Q4 2017 after selling out during the quarter.
Gideon Capital Advisors sold 34,842 JetBlue shares in Q4 2017, an estimated $646K.
Gideon Capital Advisors first reported a position in JetBlue in Q1 2014 and held it in 5 quarters.
Gideon Capital Advisors's JetBlue position peaked at $1.29M in Q3 2016.
377 funds tracked by Wall St. Rank held JetBlue as of Q4 2017.

Based on Gideon Capital Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.