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Mountain Capital Investment Advisors’s JetBlue JBLU Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-320
Closed -$6K – 230
2017
Q3 		$6K Sell
320
-175
-35% -$3.67K 0.01% 326
2017
Q2 		$11K Buy
+495
New +$10.9K 0.01% 289

Other funds holding JBLU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mountain Capital Investment Advisors's JBLU Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of JetBlue (JBLU) in Q4 2017, closing a stake of 320 shares — an estimated $6K sold.

Mountain Capital Investment Advisors first reported a position in JBLU in Q2 2017 and held it in 2 quarters. The position peaked at $11K in Q2 2017. 377 funds tracked by Wall St. Rank hold JBLU as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining JetBlue position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 320 JetBlue shares in Q4 2017, an estimated $6K.
  • Mountain Capital Investment Advisors first reported a position in JetBlue in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's JetBlue position peaked at $11K in Q2 2017.
  • 377 funds tracked by Wall St. Rank held JetBlue as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.