OIA
BLUE

Optimum Investment Advisors’s bluebird bio BLUE Stock Holding History

Optimum Investment 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
2019
Q4 		– Sell
-2
Closed -$3K – 946
2019
Q3 		$3K Hold
2
– – ﹤0.01% 914
2019
Q2 		$4K Buy
+2
New +$3.46K ﹤0.01% 858
2015
Q1 		$6K Buy
+4
New +$5.28K ﹤0.01% 857

Other funds holding BLUE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Optimum Investment Advisors's BLUE Position: Q4 2019 in Review

Optimum Investment Advisors sold out of bluebird bio (BLUE) in Q4 2019, closing a stake of 2 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in BLUE in Q1 2015 and held it in 3 quarters. The position peaked at $6K in Q1 2015. 274 funds tracked by Wall St. Rank hold BLUE as of Q4 2019.

  • Optimum Investment Advisors reported no remaining bluebird bio position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 2 bluebird bio shares in Q4 2019, an estimated $3K.
  • Optimum Investment Advisors first reported a position in bluebird bio in Q1 2015 and held it in 3 quarters.
  • Optimum Investment Advisors's bluebird bio position peaked at $6K in Q1 2015.
  • 274 funds tracked by Wall St. Rank held bluebird bio as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.