NewSquare Capital’s bluebird bio BLUE Stock Holding History

NewSquare Capital’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
2019 Q4	–	Sell	-1	Closed	-$2K	–	306
2019 Q3	$2K	Hold	1	–	–	﹤0.01%	251
2019 Q2	$2K	Buy	+1	New	+$1.73K	﹤0.01%	324

Other funds holding BLUE

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

NewSquare Capital's BLUE Position: Q4 2019 in Review

NewSquare Capital sold out of bluebird bio (BLUE) in Q4 2019, closing a stake of 1 share — an estimated $2K sold.

NewSquare Capital first reported a position in BLUE in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 274 funds tracked by Wall St. Rank hold BLUE as of Q4 2019.

NewSquare Capital reported no remaining bluebird bio position as of Q4 2019 after selling out during the quarter.
NewSquare Capital sold 1 bluebird bio share in Q4 2019, an estimated $2K.
NewSquare Capital first reported a position in bluebird bio in Q2 2019 and held it in 2 quarters.
NewSquare Capital's bluebird bio position peaked at $2K in Q3 2019.
274 funds tracked by Wall St. Rank held bluebird bio as of Q4 2019.

Based on NewSquare Capital's 13F filing for Q4 2019, filed 10 Jan 2020.