LOM
JBLU icon

Loeb Offshore Management’s JetBlue JBLU Stock Holding History

Loeb Offshore 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
2013
Q4 		– Sell
-412,195
Closed -$2.75M – 211
2013
Q3 		$2.75M Buy
+412,195
New +$2.66M 0.85% 35

Other funds holding JBLU

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loeb Offshore Management's JBLU Position: Q4 2013 in Review

Loeb Offshore Management sold out of JetBlue (JBLU) in Q4 2013, closing a stake of 412,195 shares — an estimated $2.75M sold.

Loeb Offshore Management first reported a position in JBLU in Q3 2013 and held it in 1 quarter. The position peaked at $2.75M in Q3 2013. 248 funds tracked by Wall St. Rank hold JBLU as of Q4 2013.

  • Loeb Offshore Management reported no remaining JetBlue position as of Q4 2013 after selling out during the quarter.
  • Loeb Offshore Management sold 412,195 JetBlue shares in Q4 2013, an estimated $2.75M.
  • Loeb Offshore Management first reported a position in JetBlue in Q3 2013 and held it in 1 quarter.
  • Loeb Offshore Management's JetBlue position peaked at $2.75M in Q3 2013.
  • 248 funds tracked by Wall St. Rank held JetBlue as of Q4 2013.

Based on Loeb Offshore Management's 13F filing for Q4 2013, filed 14 Feb 2014.