JMPWA
BLUE

JP Morgan Private Wealth Advisors’s bluebird bio BLUE Stock Holding History

JP Morgan Private Wealth Advisors’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
Q4 		– Sell
-115
Closed -$217K – 1463
2018
Q3 		$217K Hold
115
– – ﹤0.01% 1440
2018
Q2 		$234K Buy
+115
New +$262K ﹤0.01% 1302
2015
Q1 		– Sell
-226
Closed -$268K – 1139
2014
Q4 		$268K Buy
+226
New +$151K ﹤0.01% 914
2014
Q3 		– Sell
-1,197
Closed -$598K – 1080
2014
Q2 		$598K Buy
+1,197
New +$384K 0.01% 516

Other funds holding BLUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BLUE Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of bluebird bio (BLUE) in Q4 2018, closing a stake of 115 shares — an estimated $217K sold.

JP Morgan Private Wealth Advisors first reported a position in BLUE in Q2 2014 and held it in 4 quarters. The position peaked at $598K in Q2 2014. 251 funds tracked by Wall St. Rank hold BLUE as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining bluebird bio position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 115 bluebird bio shares in Q4 2018, an estimated $217K.
  • JP Morgan Private Wealth Advisors first reported a position in bluebird bio in Q2 2014 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's bluebird bio position peaked at $598K in Q2 2014.
  • 251 funds tracked by Wall St. Rank held bluebird bio as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.