Jackson Wealth Management’s JetBlue JBLU Stock Holding History

Jackson 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
2018 Q1	–	Sell	-86,795	Closed	-$1.86M	–	95
2017 Q4	$1.86M	Buy	86,795 +910	+1%	+$18.6K	0.47%	63
2017 Q3	$1.74M	Buy	85,885 +5,106	+6%	+$107K	0.47%	55
2017 Q2	$1.78M	Buy	80,779 +8,961	+12%	+$197K	0.56%	45
2017 Q1	$1.51M	Buy	+71,818	New	+$1.46M	0.55%	46

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Jackson Wealth Management's JBLU Position: Q1 2018 in Review

Jackson Wealth Management sold out of JetBlue (JBLU) in Q1 2018, closing a stake of 86,795 shares — an estimated $1.86M sold.

Jackson Wealth Management first reported a position in JBLU in Q1 2017 and held it in 4 quarters. The position peaked at $1.86M in Q4 2017. 383 funds tracked by Wall St. Rank hold JBLU as of Q1 2018.

Jackson Wealth Management reported no remaining JetBlue position as of Q1 2018 after selling out during the quarter.
Jackson Wealth Management sold 86,795 JetBlue shares in Q1 2018, an estimated $1.86M.
Jackson Wealth Management first reported a position in JetBlue in Q1 2017 and held it in 4 quarters.
Jackson Wealth Management's JetBlue position peaked at $1.86M in Q4 2017.
383 funds tracked by Wall St. Rank held JetBlue as of Q1 2018.

Based on Jackson Wealth Management's 13F filing for Q1 2018, filed 3 May 2018.