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Pinnacle Summer Investments’s JetBlue JBLU Stock Holding History

Pinnacle Summer Investments’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
2014
Q4 		– Sell
-2,000
Closed -$21K – 1053
2014
Q3 		$21K Buy
+2,000
New +$22.8K ﹤0.01% 672

Other funds holding JBLU

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pinnacle Summer Investments's JBLU Position: Q4 2014 in Review

Pinnacle Summer Investments sold out of JetBlue (JBLU) in Q4 2014, closing a stake of 2,000 shares — an estimated $21K sold.

Pinnacle Summer Investments first reported a position in JBLU in Q3 2014 and held it in 1 quarter. The position peaked at $21K in Q3 2014. 359 funds tracked by Wall St. Rank hold JBLU as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining JetBlue position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 2,000 JetBlue shares in Q4 2014, an estimated $21K.
  • Pinnacle Summer Investments first reported a position in JetBlue in Q3 2014 and held it in 1 quarter.
  • Pinnacle Summer Investments's JetBlue position peaked at $21K in Q3 2014.
  • 359 funds tracked by Wall St. Rank held JetBlue as of Q4 2014.

Based on Pinnacle Summer Investments's 13F filing for Q4 2014, filed 18 Feb 2015.