WRF
BLUE

Waddell & Reed Financial’s bluebird bio BLUE Stock Holding History

Waddell & Reed Financial’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
2014
Q2 		– Sell
-84,866
Closed -$25M – 536
2014
Q1 		$25M Hold
84,866
– – 0.04% 308
2013
Q4 		$23.1M Buy
84,866
+15,301
+22% +$4.28M 0.04% 311
2013
Q3 		$24.3M Buy
+69,565
New +$25.8M 0.05% 289

Other funds holding BLUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TRV
Third Rock Ventures Boston, Massachusetts $1.07B AUM 170.23% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Waddell & Reed Financial's BLUE Position: Q2 2014 in Review

Waddell & Reed Financial sold out of bluebird bio (BLUE) in Q2 2014, closing a stake of 84,866 shares — an estimated $25M sold.

Waddell & Reed Financial first reported a position in BLUE in Q3 2013 and held it in 3 quarters. The position peaked at $25M in Q1 2014. 104 funds tracked by Wall St. Rank hold BLUE as of Q2 2014.

  • Waddell & Reed Financial reported no remaining bluebird bio position as of Q2 2014 after selling out during the quarter.
  • Waddell & Reed Financial sold 84,866 bluebird bio shares in Q2 2014, an estimated $25M.
  • Waddell & Reed Financial first reported a position in bluebird bio in Q3 2013 and held it in 3 quarters.
  • Waddell & Reed Financial's bluebird bio position peaked at $25M in Q1 2014.
  • 104 funds tracked by Wall St. Rank held bluebird bio as of Q2 2014.

Based on Waddell & Reed Financial's 13F filing for Q2 2014, filed 14 Aug 2014.