Smith Affiliated Capital’s JetBlue JBLU Stock Holding History

Smith Affiliated Capital’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
2017 Q3	–	Hold	0	–	–	–	94
2017 Q2	–	Hold	0	–	–	–	91
2017 Q1	–	Hold	0	–	–	–	82
2016 Q4	–	Hold	0	–	–	–	86
2016 Q3	–	Hold	0	–	–	–	98
2016 Q2	–	Hold	0	–	–	–	91
2016 Q1	–	Hold	0	–	–	–	80
2015 Q4	–	Hold	0	–	–	–	80
2015 Q3	–	Hold	0	–	–	–	64
2015 Q2	–	Hold	0	–	–	–	77
2015 Q1	–	Hold	0	–	–	–	83
2014 Q4	–	Hold	0	–	–	–	71
2014 Q3	–	Hold	0	–	–	–	93
2014 Q2	–	Hold	0	–	–	–	21
2014 Q1	–	Hold	0	–	–	–	80
2013 Q4	–	Hold	0	–	–	–	82
2013 Q3	–	Hold	0	–	–	–	113
2013 Q2	–	Hold	0	–	–	–	147

Other funds holding JBLU

Fidelity Investments

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

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

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

Wellington Management Group

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

Dimensional Fund Advisors

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Donald Smith & Co

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