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Wagner Wealth Management (South Carolina)’s JetBlue JBLU Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q2 		– Sell
-508
Closed -$10K – 693
2018
Q1 		$10K Buy
+508
New +$10.8K 0.01% 374

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BlackRock
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s JBLU Position: Q2 2018 in Review

Wagner Wealth Management (South Carolina) sold out of JetBlue (JBLU) in Q2 2018, closing a stake of 508 shares — an estimated $10K sold.

Wagner Wealth Management (South Carolina) first reported a position in JBLU in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 366 funds tracked by Wall St. Rank hold JBLU as of Q2 2018.

  • Wagner Wealth Management (South Carolina) reported no remaining JetBlue position as of Q2 2018 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 508 JetBlue shares in Q2 2018, an estimated $10K.
  • Wagner Wealth Management (South Carolina) first reported a position in JetBlue in Q1 2018 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s JetBlue position peaked at $10K in Q1 2018.
  • 366 funds tracked by Wall St. Rank held JetBlue as of Q2 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2018, filed 1 Aug 2018.