Wealthspire Advisors (Maryland)’s bluebird bio BLUE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-13	Closed	-$27K	–	659
2019 Q1	$27K	Buy	13 +6	+86%	+$10.6K	﹤0.01%	1150
2018 Q4	$10K	Hold	7	–	–	﹤0.01%	1456
2018 Q3	$14K	Sell	7 -1	-13%	-$2.07K	﹤0.01%	1417
2018 Q2	$16K	Buy	8 +6	+300%	+$13.7K	﹤0.01%	1388
2018 Q1	$5K	Buy	+2	New	+$5.09K	﹤0.01%	1797
2017 Q4	–	Sell	-8	Closed	-$14K	–	2441
2017 Q3	$14K	Hold	8	–	–	﹤0.01%	1429
2017 Q2	$11K	Hold	8	–	–	﹤0.01%	1483
2017 Q1	$9K	Hold	8	–	–	﹤0.01%	1363
2016 Q4	$6K	Hold	8	–	–	﹤0.01%	1341
2016 Q3	$7K	Hold	8	–	–	﹤0.01%	1316
2016 Q2	$4K	Hold	8	–	–	﹤0.01%	1371
2016 Q1	$4K	Hold	8	–	–	﹤0.01%	1377
2015 Q4	$6K	Buy	+8	New	+$7.99K	﹤0.01%	1301

Other funds holding BLUE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BLUE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of bluebird bio (BLUE) in Q2 2019, closing a stake of 13 shares — an estimated $27K sold.

Wealthspire Advisors (Maryland) first reported a position in BLUE in Q4 2015 and held it in 13 quarters. The position peaked at $27K in Q1 2019. 273 funds tracked by Wall St. Rank hold BLUE as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining bluebird bio position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 13 bluebird bio shares in Q2 2019, an estimated $27K.
Wealthspire Advisors (Maryland) first reported a position in bluebird bio in Q4 2015 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s bluebird bio position peaked at $27K in Q1 2019.
273 funds tracked by Wall St. Rank held bluebird bio as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.