Kings Point Capital Management’s JetBlue JBLU Stock Holding History

Kings Point Capital 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
2016 Q3	–	Sell	-977	Closed	-$16K	–	322
2016 Q2	$16K	Hold	977	–	–	﹤0.01%	277
2016 Q1	$21K	Sell	977 -516	-35%	-$10.9K	0.01%	257
2015 Q4	$34K	Buy	1,493 +626	+72%	+$15.6K	0.01%	248
2015 Q3	$22K	Hold	867	–	–	0.01%	302
2015 Q2	$18K	Hold	867	–	–	﹤0.01%	303
2015 Q1	$17K	Buy	+867	New	+$14.8K	﹤0.01%	312

Other funds holding JBLU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BFA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Kings Point Capital Management's JBLU Position: Q3 2016 in Review

Kings Point Capital Management sold out of JetBlue (JBLU) in Q3 2016, closing a stake of 977 shares — an estimated $16K sold.

Kings Point Capital Management first reported a position in JBLU in Q1 2015 and held it in 6 quarters. The position peaked at $34K in Q4 2015. 360 funds tracked by Wall St. Rank hold JBLU as of Q3 2016.

Kings Point Capital Management reported no remaining JetBlue position as of Q3 2016 after selling out during the quarter.
Kings Point Capital Management sold 977 JetBlue shares in Q3 2016, an estimated $16K.
Kings Point Capital Management first reported a position in JetBlue in Q1 2015 and held it in 6 quarters.
Kings Point Capital Management's JetBlue position peaked at $34K in Q4 2015.
360 funds tracked by Wall St. Rank held JetBlue as of Q3 2016.

Based on Kings Point Capital Management's 13F filing for Q3 2016, filed 4 Nov 2016.