Institute for Wealth Management’s JetBlue JBLU Stock Holding History

Institute for 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
2019 Q3	–	Sell	-10,339	Closed	-$191K	–	451
2019 Q2	$191K	Hold	10,339	–	–	0.04%	442
2019 Q1	$169K	Buy	+10,339	New	+$177K	0.04%	422
2018 Q4	–	Sell	-13,004	Closed	-$253K	–	304
2018 Q3	$253K	Buy	13,004 +302	+2%	+$5.73K	0.09%	197
2018 Q2	$245K	Sell	12,702 -144	-1%	-$2.77K	0.08%	205
2018 Q1	$250K	Sell	12,846 -822	-6%	-$17.5K	0.07%	244
2017 Q4	$306K	Sell	13,668 -14,417	-51%	-$295K	0.07%	301
2017 Q3	$525K	Sell	28,085 -616	-2%	-$12.9K	0.17%	178
2017 Q2	$657K	Buy	+28,701	New	+$631K	0.18%	182

Other funds holding JBLU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

DSC

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

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Institute for Wealth Management's JBLU Position: Q3 2019 in Review

Institute for Wealth Management sold out of JetBlue (JBLU) in Q3 2019, closing a stake of 10,339 shares — an estimated $191K sold.

Institute for Wealth Management first reported a position in JBLU in Q2 2017 and held it in 8 quarters. The position peaked at $657K in Q2 2017. 340 funds tracked by Wall St. Rank hold JBLU as of Q3 2019.

Institute for Wealth Management reported no remaining JetBlue position as of Q3 2019 after selling out during the quarter.
Institute for Wealth Management sold 10,339 JetBlue shares in Q3 2019, an estimated $191K.
Institute for Wealth Management first reported a position in JetBlue in Q2 2017 and held it in 8 quarters.
Institute for Wealth Management's JetBlue position peaked at $657K in Q2 2017.
340 funds tracked by Wall St. Rank held JetBlue as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.