Mascoma Wealth Management’s JetBlue JBLU Stock Holding History

Mascoma Wealth 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
2019 Q2	–	Sell	-166	Closed	-$3K	–	396
2019 Q1	$3K	Hold	166	–	–	﹤0.01%	331
2018 Q4	$3K	Hold	166	–	–	﹤0.01%	324
2018 Q3	$3K	Hold	166	–	–	﹤0.01%	347
2018 Q2	$3K	Sell	166 -8	-5%	-$154	﹤0.01%	342
2018 Q1	$4K	Buy	+174	New	+$3.7K	﹤0.01%	323
2017 Q4	–	Sell	-400	Closed	-$7K	–	393
2017 Q3	$7K	Hold	400	–	–	﹤0.01%	301
2017 Q2	$9K	Buy	+400	New	+$8.79K	0.01%	288

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 $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Mascoma Wealth Management's JBLU Position: Q2 2019 in Review

Mascoma Wealth Management sold out of JetBlue (JBLU) in Q2 2019, closing a stake of 166 shares — an estimated $3K sold.

Mascoma Wealth Management first reported a position in JBLU in Q2 2017 and held it in 7 quarters. The position peaked at $9K in Q2 2017. 355 funds tracked by Wall St. Rank hold JBLU as of Q2 2019.

Mascoma Wealth Management reported no remaining JetBlue position as of Q2 2019 after selling out during the quarter.
Mascoma Wealth Management sold 166 JetBlue shares in Q2 2019, an estimated $3K.
Mascoma Wealth Management first reported a position in JetBlue in Q2 2017 and held it in 7 quarters.
Mascoma Wealth Management's JetBlue position peaked at $9K in Q2 2017.
355 funds tracked by Wall St. Rank held JetBlue as of Q2 2019.

Based on Mascoma Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.