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Regal Investment Advisors’s JetBlue JBLU Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-150
Closed -$3K – 596
2015
Q3 		$3K Buy
+150
New +$3.54K ﹤0.01% 892

Other funds holding JBLU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Regal Investment Advisors's JBLU Position: Q4 2015 in Review

Regal Investment Advisors sold out of JetBlue (JBLU) in Q4 2015, closing a stake of 150 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in JBLU in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 423 funds tracked by Wall St. Rank hold JBLU as of Q4 2015.

  • Regal Investment Advisors reported no remaining JetBlue position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 150 JetBlue shares in Q4 2015, an estimated $3K.
  • Regal Investment Advisors first reported a position in JetBlue in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's JetBlue position peaked at $3K in Q3 2015.
  • 423 funds tracked by Wall St. Rank held JetBlue as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.