Lee Financial’s JetBlue JBLU Stock Holding History

Lee Financial’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
2018 Q3	–	Sell	-130	Closed	-$2K	–	589
2018 Q2	$2K	Buy	+130	New	+$2.5K	﹤0.01%	725

Other funds holding JBLU

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lee Financial's JBLU Position: Q3 2018 in Review

Lee Financial sold out of JetBlue (JBLU) in Q3 2018, closing a stake of 130 shares — an estimated $2K sold.

Lee Financial first reported a position in JBLU in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 361 funds tracked by Wall St. Rank hold JBLU as of Q3 2018.

Lee Financial reported no remaining JetBlue position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 130 JetBlue shares in Q3 2018, an estimated $2K.
Lee Financial first reported a position in JetBlue in Q2 2018 and held it in 1 quarter.
Lee Financial's JetBlue position peaked at $2K in Q2 2018.
361 funds tracked by Wall St. Rank held JetBlue as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.