GI
BLUE

Gradient Investments’s bluebird bio BLUE Stock Holding History

Gradient Investments’s Portfolio BLUE Stock Details BLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-380
Closed -$304K – 768
2016
Q4 		$304K Buy
380
+1
+0.3% +$794 0.03% 156
2016
Q3 		$333K Buy
+379
New +$275K 0.03% 151

Other funds holding BLUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Gradient Investments's BLUE Position: Q1 2017 in Review

Gradient Investments sold out of bluebird bio (BLUE) in Q1 2017, closing a stake of 380 shares — an estimated $304K sold.

Gradient Investments first reported a position in BLUE in Q3 2016 and held it in 2 quarters. The position peaked at $333K in Q3 2016. 210 funds tracked by Wall St. Rank hold BLUE as of Q1 2017.

  • Gradient Investments reported no remaining bluebird bio position as of Q1 2017 after selling out during the quarter.
  • Gradient Investments sold 380 bluebird bio shares in Q1 2017, an estimated $304K.
  • Gradient Investments first reported a position in bluebird bio in Q3 2016 and held it in 2 quarters.
  • Gradient Investments's bluebird bio position peaked at $333K in Q3 2016.
  • 210 funds tracked by Wall St. Rank held bluebird bio as of Q1 2017.

Based on Gradient Investments's 13F filing for Q1 2017, filed 12 Apr 2017.