SWS Partners’s bluebird bio BLUE Stock Holding History

SWS Partners’s Portfolio BLUE Stock Details BLUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-20	Closed	-$42K	–	128
2018 Q1	$42K	Buy	20 +3	+18%	+$7.63K	0.03%	165
2017 Q4	$38K	Buy	+17	New	+$34.5K	0.03%	172

Other funds holding BLUE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

SWS Partners's BLUE Position: Q2 2018 in Review

SWS Partners sold out of bluebird bio (BLUE) in Q2 2018, closing a stake of 20 shares — an estimated $42K sold.

SWS Partners first reported a position in BLUE in Q4 2017 and held it in 2 quarters. The position peaked at $42K in Q1 2018. 307 funds tracked by Wall St. Rank hold BLUE as of Q2 2018.

SWS Partners reported no remaining bluebird bio position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 20 bluebird bio shares in Q2 2018, an estimated $42K.
SWS Partners first reported a position in bluebird bio in Q4 2017 and held it in 2 quarters.
SWS Partners's bluebird bio position peaked at $42K in Q1 2018.
307 funds tracked by Wall St. Rank held bluebird bio as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.