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Gupta Wealth Management’s JetBlue JBLU Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$21K Sell
1,000
-893
-47% -$18.8K ﹤0.01% 642
2015
Q4 		$43K Buy
+1,893
New +$47.1K 0.01% 456

Other funds holding JBLU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Gupta Wealth Management's JBLU Position: Q1 2016 in Review

Gupta Wealth Management reduced its JetBlue (JBLU) stake by 47% in Q1 2016, selling an estimated $18.8K and leaving 1,000 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Gupta Wealth Management first reported a position in JBLU in Q4 2015 and has held it in 2 quarters since. The position peaked at $43K in Q4 2015. 391 funds tracked by Wall St. Rank hold JBLU as of Q1 2016.

  • Gupta Wealth Management held 1,000 shares of JetBlue worth $21K as of Q1 2016.
  • Gupta Wealth Management sold 893 JetBlue shares in Q1 2016, an estimated $18.8K.
  • JetBlue made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #642 holding.
  • Gupta Wealth Management first reported a position in JetBlue in Q4 2015 and has held it in 2 quarters since.
  • Gupta Wealth Management's JetBlue position peaked at $43K in Q4 2015.
  • 391 funds tracked by Wall St. Rank held JetBlue as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.