IRF
BLUE

IBM Retirement Fund’s bluebird bio BLUE Stock Holding History

IBM Retirement Fund’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
2016
Q1 		– Sell
-642
Closed -$534K – 974
2015
Q4 		$534K Buy
+642
New +$641K 0.01% 973
2015
Q3 		– Sell
-453
Closed -$988K – 942
2015
Q2 		$988K Buy
+453
New +$923K 0.02% 761

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IBM Retirement Fund's BLUE Position: Q1 2016 in Review

IBM Retirement Fund sold out of bluebird bio (BLUE) in Q1 2016, closing a stake of 642 shares — an estimated $534K sold.

IBM Retirement Fund first reported a position in BLUE in Q2 2015 and held it in 2 quarters. The position peaked at $988K in Q2 2015. 187 funds tracked by Wall St. Rank hold BLUE as of Q1 2016.

  • IBM Retirement Fund reported no remaining bluebird bio position as of Q1 2016 after selling out during the quarter.
  • IBM Retirement Fund sold 642 bluebird bio shares in Q1 2016, an estimated $534K.
  • IBM Retirement Fund first reported a position in bluebird bio in Q2 2015 and held it in 2 quarters.
  • IBM Retirement Fund's bluebird bio position peaked at $988K in Q2 2015.
  • 187 funds tracked by Wall St. Rank held bluebird bio as of Q1 2016.

Based on IBM Retirement Fund's 13F filing for Q1 2016, filed 9 May 2016.