Loring Wolcott & Coolidge Fiduciary Advisors’s JetBlue JBLU Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2020 Q1	–	Sell	-1,500	Closed	-$28K	–	677
2019 Q4	$28K	Hold	1,500	–	–	﹤0.01%	491
2019 Q3	$25K	Hold	1,500	–	–	﹤0.01%	491
2019 Q2	$28K	Hold	1,500	–	–	﹤0.01%	475
2019 Q1	$25K	Buy	+1,500	New	+$25.7K	﹤0.01%	495

Other funds holding JBLU

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

BlackRock New York $6.73T AUM 46.02% 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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

DSC

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's JBLU Position: Q1 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of JetBlue (JBLU) in Q1 2020, closing a stake of 1,500 shares — an estimated $28K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in JBLU in Q1 2019 and held it in 4 quarters. The position peaked at $28K in Q4 2019. 353 funds tracked by Wall St. Rank hold JBLU as of Q1 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining JetBlue position as of Q1 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,500 JetBlue shares in Q1 2020, an estimated $28K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in JetBlue in Q1 2019 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's JetBlue position peaked at $28K in Q4 2019.
353 funds tracked by Wall St. Rank held JetBlue as of Q1 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.