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V Wealth Advisors’s JetBlue JBLU Stock Holding History

V Wealth 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
2018
Q1 		– Sell
-11,529
Closed -$258K – 215
2017
Q4 		$258K Buy
11,529
+155
+1% +$3.17K 0.13% 162
2017
Q3 		$228K Sell
11,374
-306
-3% -$6.42K 0.12% 160
2017
Q2 		$267K Buy
+11,680
New +$257K 0.13% 151

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

V Wealth Advisors's JBLU Position: Q1 2018 in Review

V Wealth Advisors sold out of JetBlue (JBLU) in Q1 2018, closing a stake of 11,529 shares — an estimated $258K sold.

V Wealth Advisors first reported a position in JBLU in Q2 2017 and held it in 3 quarters. The position peaked at $267K in Q2 2017. 383 funds tracked by Wall St. Rank hold JBLU as of Q1 2018.

  • V Wealth Advisors reported no remaining JetBlue position as of Q1 2018 after selling out during the quarter.
  • V Wealth Advisors sold 11,529 JetBlue shares in Q1 2018, an estimated $258K.
  • V Wealth Advisors first reported a position in JetBlue in Q2 2017 and held it in 3 quarters.
  • V Wealth Advisors's JetBlue position peaked at $267K in Q2 2017.
  • 383 funds tracked by Wall St. Rank held JetBlue as of Q1 2018.

Based on V Wealth Advisors's 13F filing for Q1 2018, filed 11 Apr 2018.