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SVB Wealth’s JetBlue JBLU Stock Holding History

SVB Wealth’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
Q3 		– Sell
-50,697
Closed -$840K – 528
2016
Q2 		$840K Sell
50,697
-24,275
-32% -$451K 0.03% 277
2016
Q1 		$1.58M Sell
74,972
-79,945
-52% -$1.68M 0.06% 212
2015
Q4 		$3.51M Sell
154,917
-45,993
-23% -$1.15M 0.14% 146
2015
Q3 		$5.18M Buy
200,910
+92,516
+85% +$2.18M 0.2% 125
2015
Q2 		$2.25M Buy
+108,394
New +$2.2M 0.07% 222

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return