SFMG Wealth Advisors’s JetBlue JBLU Stock Holding History

SFMG Wealth 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
2019 Q1	–	Sell	-13,008	Closed	-$209K	–	148
2018 Q4	$209K	Hold	13,008	–	–	0.03%	127
2018 Q3	$230K	Hold	13,008	–	–	0.04%	122
2018 Q2	$247K	Hold	13,008	–	–	0.04%	121
2018 Q1	$264K	Hold	13,008	–	–	0.04%	112
2017 Q4	$291K	Hold	13,008	–	–	0.05%	108
2017 Q3	$241K	Hold	13,008	–	–	0.05%	115
2017 Q2	$297K	Hold	13,008	–	–	0.06%	94
2017 Q1	$268K	Hold	13,008	–	–	0.05%	98
2016 Q4	$292K	Hold	13,008	–	–	0.06%	90
2016 Q3	$224K	Hold	13,008	–	–	0.05%	99
2016 Q2	$215K	Hold	13,008	–	–	0.05%	96
2016 Q1	$275K	Hold	13,008	–	–	0.06%	85
2015 Q4	$295K	Hold	13,008	–	–	0.07%	88
2015 Q3	$335K	Hold	13,008	–	–	0.08%	83
2015 Q2	$270K	Hold	13,008	–	–	0.06%	89
2015 Q1	$250K	Hold	13,008	–	–	0.02%	153
2014 Q4	$206K	Hold	13,008	–	–	0.05%	114
2014 Q3	$138K	Hold	13,008	–	–	0.04%	85
2014 Q2	$141K	Hold	13,008	–	–	0.05%	81
2014 Q1	$113K	Hold	13,008	–	–	0.04%	77
2013 Q4	$111K	Hold	13,008	–	–	0.04%	76
2013 Q3	$87K	Hold	13,008	–	–	0.03%	67
2013 Q2	$82K	Buy	+13,008	New	+$85.1K	0.03%	66

Other funds holding JBLU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SFMG Wealth Advisors's JBLU Position: Q1 2019 in Review

SFMG Wealth Advisors sold out of JetBlue (JBLU) in Q1 2019, closing a stake of 13,008 shares — an estimated $209K sold.

SFMG Wealth Advisors first reported a position in JBLU in Q2 2013 and held it in 23 quarters. The position peaked at $335K in Q3 2015. 348 funds tracked by Wall St. Rank hold JBLU as of Q1 2019.

SFMG Wealth Advisors reported no remaining JetBlue position as of Q1 2019 after selling out during the quarter.
SFMG Wealth Advisors sold 13,008 JetBlue shares in Q1 2019, an estimated $209K.
SFMG Wealth Advisors first reported a position in JetBlue in Q2 2013 and held it in 23 quarters.
SFMG Wealth Advisors's JetBlue position peaked at $335K in Q3 2015.
348 funds tracked by Wall St. Rank held JetBlue as of Q1 2019.

Based on SFMG Wealth Advisors's 13F filing for Q1 2019, filed 13 May 2019.