NEI
BLUE

Northwest & Ethical Investments’s bluebird bio BLUE Stock Holding History

Northwest & Ethical Investments’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
2018
Q3 		– Sell
-31
Closed -$62.8K – 366
2018
Q2 		$62.8K Buy
31
+8
+35% +$18.2K ﹤0.01% 356
2018
Q1 		$51.2K Buy
+23
New +$58.5K ﹤0.01% 351

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northwest & Ethical Investments's BLUE Position: Q3 2018 in Review

Northwest & Ethical Investments sold out of bluebird bio (BLUE) in Q3 2018, closing a stake of 31 shares — an estimated $62.8K sold.

Northwest & Ethical Investments first reported a position in BLUE in Q1 2018 and held it in 2 quarters. The position peaked at $62.8K in Q2 2018. 288 funds tracked by Wall St. Rank hold BLUE as of Q3 2018.

  • Northwest & Ethical Investments reported no remaining bluebird bio position as of Q3 2018 after selling out during the quarter.
  • Northwest & Ethical Investments sold 31 bluebird bio shares in Q3 2018, an estimated $62.8K.
  • Northwest & Ethical Investments first reported a position in bluebird bio in Q1 2018 and held it in 2 quarters.
  • Northwest & Ethical Investments's bluebird bio position peaked at $62.8K in Q2 2018.
  • 288 funds tracked by Wall St. Rank held bluebird bio as of Q3 2018.

Based on Northwest & Ethical Investments's 13F filing for Q3 2018, filed 8 Jul 2025.