IFAM
BLUE

Institutional & Family Asset Management’s bluebird bio BLUE Stock Holding History

Institutional & Family Asset 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
Q3 		– Sell
-1
Closed -$1K – 845
2018
Q2 		$1K Hold
1
– – ﹤0.01% 780
2018
Q1 		$1K Buy
+1
New +$2.54K ﹤0.01% 768

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 $110B AUM 4.8% 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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Institutional & Family Asset Management's BLUE Position: Q3 2018 in Review

Institutional & Family Asset Management sold out of bluebird bio (BLUE) in Q3 2018, closing a stake of 1 share — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in BLUE in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2018. 288 funds tracked by Wall St. Rank hold BLUE as of Q3 2018.

  • Institutional & Family Asset Management reported no remaining bluebird bio position as of Q3 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1 bluebird bio share in Q3 2018, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in bluebird bio in Q1 2018 and held it in 2 quarters.
  • Institutional & Family Asset Management's bluebird bio position peaked at $1K in Q2 2018.
  • 288 funds tracked by Wall St. Rank held bluebird bio as of Q3 2018.

Based on Institutional & Family Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.