Sigma Planning Corp’s JetBlue JBLU Stock Holding History

Sigma Planning Corp’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
2020 Q3	–	Sell	-14,447	Closed	-$157K	–	1113
2020 Q2	$157K	Buy	+14,447	New	+$142K	0.01%	960
2016 Q2	–	Sell	-13,886	Closed	-$293K	–	731
2016 Q1	$293K	Buy	13,886 +596	+4%	+$12.5K	0.04%	460
2015 Q4	$301K	Sell	13,290 -49,810	-79%	-$1.24M	0.04%	457
2015 Q3	$1.63M	Buy	63,100 +48,177	+323%	+$1.14M	0.26%	90
2015 Q2	$310K	Buy	+14,923	New	+$302K	0.04%	475

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Sigma Planning Corp's JBLU Position: Q3 2020 in Review

Sigma Planning Corp sold out of JetBlue (JBLU) in Q3 2020, closing a stake of 14,447 shares — an estimated $157K sold.

Sigma Planning Corp first reported a position in JBLU in Q2 2015 and held it in 5 quarters. The position peaked at $1.63M in Q3 2015. 308 funds tracked by Wall St. Rank hold JBLU as of Q3 2020.

Sigma Planning Corp reported no remaining JetBlue position as of Q3 2020 after selling out during the quarter.
Sigma Planning Corp sold 14,447 JetBlue shares in Q3 2020, an estimated $157K.
Sigma Planning Corp first reported a position in JetBlue in Q2 2015 and held it in 5 quarters.
Sigma Planning Corp's JetBlue position peaked at $1.63M in Q3 2015.
308 funds tracked by Wall St. Rank held JetBlue as of Q3 2020.

Based on Sigma Planning Corp's 13F filing for Q3 2020, filed 3 Nov 2020.