IFAM
JBLU icon

Institutional & Family Asset Management’s JetBlue JBLU Stock Holding History

Institutional & Family Asset 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
2018
Q2 		– Sell
-145
Closed -$3K – 863
2018
Q1 		$3K Buy
+145
New +$3.08K ﹤0.01% 667

Other funds holding JBLU

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Institutional & Family Asset Management's JBLU Position: Q2 2018 in Review

Institutional & Family Asset Management sold out of JetBlue (JBLU) in Q2 2018, closing a stake of 145 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in JBLU in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 366 funds tracked by Wall St. Rank hold JBLU as of Q2 2018.

  • Institutional & Family Asset Management reported no remaining JetBlue position as of Q2 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 145 JetBlue shares in Q2 2018, an estimated $3K.
  • Institutional & Family Asset Management first reported a position in JetBlue in Q1 2018 and held it in 1 quarter.
  • Institutional & Family Asset Management's JetBlue position peaked at $3K in Q1 2018.
  • 366 funds tracked by Wall St. Rank held JetBlue as of Q2 2018.

Based on Institutional & Family Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.