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Wealthcare Capital Management’s JetBlue JBLU Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-800
Closed -$15K – 641
2015
Q1 		$15K Buy
+800
New +$13.6K ﹤0.01% 445

Other funds holding JBLU

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthcare Capital Management's JBLU Position: Q2 2015 in Review

Wealthcare Capital Management sold out of JetBlue (JBLU) in Q2 2015, closing a stake of 800 shares — an estimated $15K sold.

Wealthcare Capital Management first reported a position in JBLU in Q1 2015 and held it in 1 quarter. The position peaked at $15K in Q1 2015. 396 funds tracked by Wall St. Rank hold JBLU as of Q2 2015.

  • Wealthcare Capital Management reported no remaining JetBlue position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 800 JetBlue shares in Q2 2015, an estimated $15K.
  • Wealthcare Capital Management first reported a position in JetBlue in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's JetBlue position peaked at $15K in Q1 2015.
  • 396 funds tracked by Wall St. Rank held JetBlue as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.