SBIA
JBLU icon

Sheaff Brock Investment Advisors’s JetBlue JBLU Stock Holding History

Sheaff Brock 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
2016
Q1 		– Sell
-112,096
Closed -$2.54M – 660
2015
Q4 		$2.54M Buy
+112,096
New +$2.79M 0.29% 77

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Sheaff Brock Investment Advisors's JBLU Position: Q1 2016 in Review

Sheaff Brock Investment Advisors sold out of JetBlue (JBLU) in Q1 2016, closing a stake of 112,096 shares — an estimated $2.54M sold.

Sheaff Brock Investment Advisors first reported a position in JBLU in Q4 2015 and held it in 1 quarter. The position peaked at $2.54M in Q4 2015. 390 funds tracked by Wall St. Rank hold JBLU as of Q1 2016.

  • Sheaff Brock Investment Advisors reported no remaining JetBlue position as of Q1 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 112,096 JetBlue shares in Q1 2016, an estimated $2.54M.
  • Sheaff Brock Investment Advisors first reported a position in JetBlue in Q4 2015 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's JetBlue position peaked at $2.54M in Q4 2015.
  • 390 funds tracked by Wall St. Rank held JetBlue as of Q1 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.