TWMP
BLUE

Taylor Wealth Management Partners’s bluebird bio BLUE Stock Holding History

Taylor Wealth Management 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
2020
Q1 		– Sell
-938
Closed -$1.07M – 48
2019
Q4 		$1.07M Sell
938
-9
-1% -$9.78K 0.49% 34
2019
Q3 		$1.13M Sell
947
-28
-3% -$42.8K 0.53% 31
2019
Q2 		$1.61M Buy
975
+2
+0.2% +$3.46K 0.75% 30
2019
Q1 		$1.98M Sell
973
-5
-0.5% -$8.8K 0.99% 27
2018
Q4 		$1.26M Sell
978
-6
-0.6% -$9.2K 0.72% 29
2018
Q3 		$1.86M Sell
984
-1
-0.1% -$2.07K 0.79% 34
2018
Q2 		$2M Sell
985
-586
-37% -$1.34M 0.89% 33
2018
Q1 		$3.48M Sell
1,571
-204
-11% -$519K 1.67% 24
2017
Q4 		$4.09M Sell
1,775
-85
-5% -$173K 1.74% 24
2017
Q3 		$3.31M Sell
1,860
-1,102
-37% -$1.54M 1.48% 30
2017
Q2 		$4.03M Sell
2,962
-44
-1% -$53.1K 1.82% 25
2017
Q1 		$3.54M Sell
3,006
-14
-0.5% -$14.3K 1.6% 28
2016
Q4 		$2.41M Buy
3,020
+1,097
+57% +$871K 1.12% 35
2016
Q3 		$1.69M Buy
1,923
+1,915
+23,938% +$1.39M 0.76% 36
2016
Q2 		$4K Sell
8
-2
-20% -$1.13K ﹤0.01% 130
2016
Q1 		$5K Sell
10
-2,898
-100% -$1.78M ﹤0.01% 127
2015
Q4 		$2.42M Sell
2,908
-40
-1% -$40K 1.04% 29
2015
Q3 		$3.27M Sell
2,948
-50
-2% -$91.2K 1.58% 25
2015
Q2 		$6.54M Sell
2,998
-10
-0.3% -$20.4K 2.09% 24
2015
Q1 		$4.71M Buy
+3,008
New +$3.97M 1.48% 34

Other funds holding BLUE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Taylor Wealth Management Partners's BLUE Position: Q1 2020 in Review

Taylor Wealth Management Partners sold out of bluebird bio (BLUE) in Q1 2020, closing a stake of 938 shares — an estimated $1.07M sold.

Taylor Wealth Management Partners first reported a position in BLUE in Q1 2015 and held it in 20 quarters. The position peaked at $6.54M in Q2 2015. 247 funds tracked by Wall St. Rank hold BLUE as of Q1 2020.

  • Taylor Wealth Management Partners reported no remaining bluebird bio position as of Q1 2020 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 938 bluebird bio shares in Q1 2020, an estimated $1.07M.
  • Taylor Wealth Management Partners first reported a position in bluebird bio in Q1 2015 and held it in 20 quarters.
  • Taylor Wealth Management Partners's bluebird bio position peaked at $6.54M in Q2 2015.
  • 247 funds tracked by Wall St. Rank held bluebird bio as of Q1 2020.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2020, filed 4 May 2020.