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Omnia Family Wealth’s JetBlue JBLU Stock Holding History

Omnia Family Wealth’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
2018
Q4 		– Sell
-757
Closed -$15K – 590
2018
Q3 		$15K Buy
+757
New +$14.4K 0.01% 223
2017
Q1 		– Sell
-95
Closed -$2K – 748
2016
Q4 		$2K Buy
+95
New +$1.88K ﹤0.01% 595

Other funds holding JBLU

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Omnia Family Wealth's JBLU Position: Q4 2018 in Review

Omnia Family Wealth sold out of JetBlue (JBLU) in Q4 2018, closing a stake of 757 shares — an estimated $15K sold.

Omnia Family Wealth first reported a position in JBLU in Q4 2016 and held it in 2 quarters. The position peaked at $15K in Q3 2018. 360 funds tracked by Wall St. Rank hold JBLU as of Q4 2018.

  • Omnia Family Wealth reported no remaining JetBlue position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 757 JetBlue shares in Q4 2018, an estimated $15K.
  • Omnia Family Wealth first reported a position in JetBlue in Q4 2016 and held it in 2 quarters.
  • Omnia Family Wealth's JetBlue position peaked at $15K in Q3 2018.
  • 360 funds tracked by Wall St. Rank held JetBlue as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.