KF
BLUE

Krilogy Financial’s bluebird bio BLUE Stock Holding History

Krilogy Financial’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
-8
Closed -$15K – 193
2018
Q3 		$15K Buy
+8
New +$16.5K ﹤0.01% 471
2018
Q2 		– Sell
-8
Closed -$17K – 210
2018
Q1 		$17K Buy
+8
New +$20.3K ﹤0.01% 454
2017
Q3 		– Sell
-8
Closed -$11K – 806
2017
Q2 		$11K Sell
8
-7
-47% -$8.45K ﹤0.01% 520
2017
Q1 		$12K Hold
15
– – ﹤0.01% 491
2016
Q4 		$12K Hold
15
– – ﹤0.01% 491
2016
Q3 		$14K Hold
15
– – ﹤0.01% 477
2016
Q2 		$9K Hold
15
– – ﹤0.01% 539
2016
Q1 		$9K Hold
15
– – ﹤0.01% 474
2015
Q4 		$13K Buy
+15
New +$15K 0.01% 237

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

Krilogy Financial's BLUE Position: Q4 2018 in Review

Krilogy Financial sold out of bluebird bio (BLUE) in Q4 2018, closing a stake of 8 shares — an estimated $15K sold.

Krilogy Financial first reported a position in BLUE in Q4 2015 and held it in 9 quarters. The position peaked at $17K in Q1 2018. 251 funds tracked by Wall St. Rank hold BLUE as of Q4 2018.

  • Krilogy Financial reported no remaining bluebird bio position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 8 bluebird bio shares in Q4 2018, an estimated $15K.
  • Krilogy Financial first reported a position in bluebird bio in Q4 2015 and held it in 9 quarters.
  • Krilogy Financial's bluebird bio position peaked at $17K in Q1 2018.
  • 251 funds tracked by Wall St. Rank held bluebird bio as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.