NEPWA
BLUE

New England Private Wealth Advisors’s bluebird bio BLUE Stock Holding History

New England Private Wealth Advisors’s Portfolio BLUE Stock Details BLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-562
Closed -$668K – 108
2014
Q4 		$668K Sell
562
-702
-56% -$469K 0.26% 56
2014
Q3 		$588K Buy
+1,264
New +$583K 0.24% 60

Other funds holding BLUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

New England Private Wealth Advisors's BLUE Position: Q1 2015 in Review

New England Private Wealth Advisors sold out of bluebird bio (BLUE) in Q1 2015, closing a stake of 562 shares — an estimated $668K sold.

New England Private Wealth Advisors first reported a position in BLUE in Q3 2014 and held it in 2 quarters. The position peaked at $668K in Q4 2014. 210 funds tracked by Wall St. Rank hold BLUE as of Q1 2015.

  • New England Private Wealth Advisors reported no remaining bluebird bio position as of Q1 2015 after selling out during the quarter.
  • New England Private Wealth Advisors sold 562 bluebird bio shares in Q1 2015, an estimated $668K.
  • New England Private Wealth Advisors first reported a position in bluebird bio in Q3 2014 and held it in 2 quarters.
  • New England Private Wealth Advisors's bluebird bio position peaked at $668K in Q4 2014.
  • 210 funds tracked by Wall St. Rank held bluebird bio as of Q1 2015.

Based on New England Private Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.