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Harel Insurance Investments & Financial Services’s JetBlue JBLU Stock Holding History

Harel Insurance Investments & 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
2017
Q4 		– Sell
-710
Closed -$13K – 489
2017
Q3 		$13K Buy
+710
New +$14.9K ﹤0.01% 377
2016
Q4 		– Sell
-1,147
Closed -$20K – 405
2016
Q3 		$20K Buy
1,147
+220
+24% +$3.76K ﹤0.01% 306
2016
Q2 		$15K Buy
+927
New +$17.2K ﹤0.01% 505
2016
Q1 		– Hold
0
– – – 375

Other funds holding JBLU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Harel Insurance Investments & Financial Services's JBLU Position: Q4 2017 in Review

Harel Insurance Investments & Financial Services sold out of JetBlue (JBLU) in Q4 2017, closing a stake of 710 shares — an estimated $13K sold.

Harel Insurance Investments & Financial Services first reported a position in JBLU in Q2 2016 and held it in 3 quarters. The position peaked at $20K in Q3 2016. 377 funds tracked by Wall St. Rank hold JBLU as of Q4 2017.

  • Harel Insurance Investments & Financial Services reported no remaining JetBlue position as of Q4 2017 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 710 JetBlue shares in Q4 2017, an estimated $13K.
  • Harel Insurance Investments & Financial Services first reported a position in JetBlue in Q2 2016 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's JetBlue position peaked at $20K in Q3 2016.
  • 377 funds tracked by Wall St. Rank held JetBlue as of Q4 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2017, filed 1 Feb 2018.