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James Investment Research’s JetBlue JBLU Stock Holding History

James Investment Research’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
2017
Q4 		– Sell
-84,075
Closed -$1.56M – 807
2017
Q3 		$1.56M Buy
84,075
+76,800
+1,056% +$1.61M 0.05% 401
2017
Q2 		$166K Hold
7,275
– – 0.01% 507
2017
Q1 		$150K Buy
+7,275
New +$148K ﹤0.01% 432

Other funds holding JBLU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

James Investment Research's JBLU Position: Q4 2017 in Review

James Investment Research sold out of JetBlue (JBLU) in Q4 2017, closing a stake of 84,075 shares — an estimated $1.56M sold.

James Investment Research first reported a position in JBLU in Q1 2017 and held it in 3 quarters. The position peaked at $1.56M in Q3 2017. 377 funds tracked by Wall St. Rank hold JBLU as of Q4 2017.

  • James Investment Research reported no remaining JetBlue position as of Q4 2017 after selling out during the quarter.
  • James Investment Research sold 84,075 JetBlue shares in Q4 2017, an estimated $1.56M.
  • James Investment Research first reported a position in JetBlue in Q1 2017 and held it in 3 quarters.
  • James Investment Research's JetBlue position peaked at $1.56M in Q3 2017.
  • 377 funds tracked by Wall St. Rank held JetBlue as of Q4 2017.

Based on James Investment Research's 13F filing for Q4 2017, filed 23 Jan 2018.