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Poehling Capital Management’s JetBlue JBLU Stock Holding History

Poehling Capital Management’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
Q2 		– Sell
-135
Closed -$3K – 314
2018
Q1 		$3K Hold
135
– – ﹤0.01% 269
2017
Q4 		$3K Buy
+135
New +$2.76K ﹤0.01% 244

Other funds holding JBLU

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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Poehling Capital Management's JBLU Position: Q2 2018 in Review

Poehling Capital Management sold out of JetBlue (JBLU) in Q2 2018, closing a stake of 135 shares — an estimated $3K sold.

Poehling Capital Management first reported a position in JBLU in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 365 funds tracked by Wall St. Rank hold JBLU as of Q2 2018.

  • Poehling Capital Management reported no remaining JetBlue position as of Q2 2018 after selling out during the quarter.
  • Poehling Capital Management sold 135 JetBlue shares in Q2 2018, an estimated $3K.
  • Poehling Capital Management first reported a position in JetBlue in Q4 2017 and held it in 2 quarters.
  • Poehling Capital Management's JetBlue position peaked at $3K in Q1 2018.
  • 365 funds tracked by Wall St. Rank held JetBlue as of Q2 2018.

Based on Poehling Capital Management's 13F filing for Q2 2018, filed 8 Aug 2018.