SWM
JBLU icon

SeaCrest Wealth Management’s JetBlue JBLU Stock Holding History

SeaCrest Wealth 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
Q3 		– Sell
-500
Closed -$9K – 2291
2018
Q2 		$9K Hold
500
– – ﹤0.01% 1657
2018
Q1 		$10K Sell
500
-500
-50% -$10.6K ﹤0.01% 1582
2017
Q4 		$22K Buy
+1,000
New +$20.4K ﹤0.01% 1305

Other funds holding JBLU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SeaCrest Wealth Management's JBLU Position: Q3 2018 in Review

SeaCrest Wealth Management sold out of JetBlue (JBLU) in Q3 2018, closing a stake of 500 shares — an estimated $9K sold.

SeaCrest Wealth Management first reported a position in JBLU in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q4 2017. 361 funds tracked by Wall St. Rank hold JBLU as of Q3 2018.

  • SeaCrest Wealth Management reported no remaining JetBlue position as of Q3 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 500 JetBlue shares in Q3 2018, an estimated $9K.
  • SeaCrest Wealth Management first reported a position in JetBlue in Q4 2017 and held it in 3 quarters.
  • SeaCrest Wealth Management's JetBlue position peaked at $22K in Q4 2017.
  • 361 funds tracked by Wall St. Rank held JetBlue as of Q3 2018.

Based on SeaCrest Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.