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 $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return