IWM
BLUE

IHT Wealth Management’s bluebird bio BLUE Stock Holding History

IHT Wealth Management’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
2018
Q2 		– Sell
-11
Closed -$23K – 528
2018
Q1 		$23K Hold
11
– – 0.01% 921
2017
Q4 		$24K Hold
11
– – 0.01% 928
2017
Q3 		$19K Hold
11
– – 0.01% 786
2017
Q2 		$0 Hold
11
– – ﹤0.01% 1408
2017
Q1 		$12K Hold
11
– – 0.01% 776
2016
Q4 		$9K Buy
+11
New +$8.73K 0.01% 813

Other funds holding BLUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IHT Wealth Management's BLUE Position: Q2 2018 in Review

IHT Wealth Management sold out of bluebird bio (BLUE) in Q2 2018, closing a stake of 11 shares — an estimated $23K sold.

IHT Wealth Management first reported a position in BLUE in Q4 2016 and held it in 6 quarters. The position peaked at $24K in Q4 2017. 307 funds tracked by Wall St. Rank hold BLUE as of Q2 2018.

  • IHT Wealth Management reported no remaining bluebird bio position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 11 bluebird bio shares in Q2 2018, an estimated $23K.
  • IHT Wealth Management first reported a position in bluebird bio in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's bluebird bio position peaked at $24K in Q4 2017.
  • 307 funds tracked by Wall St. Rank held bluebird bio as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.