Insight Capital Research & Management’s JetBlue JBLU Stock Holding History

Insight Capital Research & 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 Q2	–	Sell	-22,460	Closed	-$474K	–	112
2016 Q1	$474K	Sell	22,460 -7,101	-24%	-$149K	0.15%	88
2015 Q4	$670K	Sell	29,561 -138,720	-82%	-$3.46M	0.2%	85
2015 Q3	$4.34M	Buy	+168,281	New	+$3.97M	1.31%	32
2015 Q2	–	Sell	-645,147	Closed	-$12.4M	–	115
2015 Q1	$12.4M	Sell	645,147 -32,067	-5%	-$546K	3.11%	1
2014 Q4	$10.7M	Buy	677,214 +190,525	+39%	+$2.47M	2.76%	1
2014 Q3	$5.17M	Buy	+486,689	New	+$5.56M	1.35%	25

Other funds holding JBLU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Insight Capital Research & Management's JBLU Position: Q2 2016 in Review

Insight Capital Research & Management sold out of JetBlue (JBLU) in Q2 2016, closing a stake of 22,460 shares — an estimated $474K sold.

Insight Capital Research & Management first reported a position in JBLU in Q3 2014 and held it in 6 quarters. The position peaked at $12.4M in Q1 2015. 374 funds tracked by Wall St. Rank hold JBLU as of Q2 2016.

Insight Capital Research & Management reported no remaining JetBlue position as of Q2 2016 after selling out during the quarter.
Insight Capital Research & Management sold 22,460 JetBlue shares in Q2 2016, an estimated $474K.
Insight Capital Research & Management first reported a position in JetBlue in Q3 2014 and held it in 6 quarters.
Insight Capital Research & Management's JetBlue position peaked at $12.4M in Q1 2015.
374 funds tracked by Wall St. Rank held JetBlue as of Q2 2016.

Based on Insight Capital Research & Management's 13F filing for Q2 2016, filed 27 Jul 2016.