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United Capital Financial Advisors’s JetBlue JBLU Stock Holding History

United Capital Financial Advisors’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
2019
Q3 		– Sell
-31,063
Closed -$574K – 1401
2019
Q2 		$574K Buy
31,063
+867
+3% +$15.5K ﹤0.01% 998
2019
Q1 		$494K Sell
30,196
-4,897
-14% -$83.8K ﹤0.01% 982
2018
Q4 		$564K Sell
35,093
-11,790
-25% -$205K ﹤0.01% 882
2018
Q3 		$908K Buy
46,883
+631
+1% +$12K 0.01% 808
2018
Q2 		$878K Sell
46,252
-2,336
-5% -$45K 0.01% 792
2018
Q1 		$987K Sell
48,588
-2,988
-6% -$63.5K 0.01% 777
2017
Q4 		$1.15M Sell
51,576
-46,535
-47% -$951K 0.01% 749
2017
Q3 		$1.82M Buy
98,111
+49,237
+101% +$1.03M 0.02% 605
2017
Q2 		$1.12M Buy
48,874
+5,864
+14% +$129K 0.01% 737
2017
Q1 		$886K Sell
43,010
-15,023
-26% -$306K 0.01% 774
2016
Q4 		$1.3M Buy
58,033
+42,575
+275% +$841K 0.01% 669
2016
Q3 		$266K Sell
15,458
-1,834
-11% -$31.4K ﹤0.01% 1107
2016
Q2 		$294K Sell
17,292
-56,977
-77% -$1.06M ﹤0.01% 1042
2016
Q1 		$1.57M Buy
+74,269
New +$1.56M 0.02% 588

Other funds holding JBLU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

United Capital Financial Advisors's JBLU Position: Q3 2019 in Review

United Capital Financial Advisors sold out of JetBlue (JBLU) in Q3 2019, closing a stake of 31,063 shares — an estimated $574K sold.

United Capital Financial Advisors first reported a position in JBLU in Q1 2016 and held it in 14 quarters. The position peaked at $1.82M in Q3 2017. 340 funds tracked by Wall St. Rank hold JBLU as of Q3 2019.

  • United Capital Financial Advisors reported no remaining JetBlue position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 31,063 JetBlue shares in Q3 2019, an estimated $574K.
  • United Capital Financial Advisors first reported a position in JetBlue in Q1 2016 and held it in 14 quarters.
  • United Capital Financial Advisors's JetBlue position peaked at $1.82M in Q3 2017.
  • 340 funds tracked by Wall St. Rank held JetBlue as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.