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Sonora Investment Management’s JetBlue JBLU Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-237
Closed -$6K – 969
2015
Q3 		$6K Buy
+237
New +$5.58K ﹤0.01% 642

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Sonora Investment Management's JBLU Position: Q4 2015 in Review

Sonora Investment Management sold out of JetBlue (JBLU) in Q4 2015, closing a stake of 237 shares — an estimated $6K sold.

Sonora Investment Management first reported a position in JBLU in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 423 funds tracked by Wall St. Rank hold JBLU as of Q4 2015.

  • Sonora Investment Management reported no remaining JetBlue position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 237 JetBlue shares in Q4 2015, an estimated $6K.
  • Sonora Investment Management first reported a position in JetBlue in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's JetBlue position peaked at $6K in Q3 2015.
  • 423 funds tracked by Wall St. Rank held JetBlue as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.