Kanaly Trust’s JetBlue JBLU Stock Holding History

Kanaly Trust’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
2014 Q4	–	Sell	-227	Closed	-$2K	–	756
2014 Q3	$2K	Buy	+227	New	+$2.59K	﹤0.01%	710

Other funds holding JBLU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kanaly Trust's JBLU Position: Q4 2014 in Review

Kanaly Trust sold out of JetBlue (JBLU) in Q4 2014, closing a stake of 227 shares — an estimated $2K sold.

Kanaly Trust first reported a position in JBLU in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 359 funds tracked by Wall St. Rank hold JBLU as of Q4 2014.

Kanaly Trust reported no remaining JetBlue position as of Q4 2014 after selling out during the quarter.
Kanaly Trust sold 227 JetBlue shares in Q4 2014, an estimated $2K.
Kanaly Trust first reported a position in JetBlue in Q3 2014 and held it in 1 quarter.
Kanaly Trust's JetBlue position peaked at $2K in Q3 2014.
359 funds tracked by Wall St. Rank held JetBlue as of Q4 2014.

Based on Kanaly Trust's 13F filing for Q4 2014, filed 26 Jan 2015.