WESPAC Advisors SoCal’s bluebird bio BLUE Stock Holding History

WESPAC Advisors SoCal’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	-14	Closed	-$27K	–	108
2019 Q1	$27K	Hold	14	–	–	0.01%	146
2018 Q4	$17K	Hold	14	–	–	0.01%	193
2018 Q3	$25K	Buy	+14	New	+$28.9K	0.01%	165
2018 Q2	–	Sell	-14	Closed	-$29K	–	110
2018 Q1	$29K	Sell	14 -15	-52%	-$38.2K	0.02%	134
2017 Q4	$66K	Sell	29 -10	-26%	-$20.3K	0.04%	111
2017 Q3	$68K	Buy	+39	New	+$54.5K	0.04%	118

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

WESPAC Advisors SoCal's BLUE Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of bluebird bio (BLUE) in Q2 2019, closing a stake of 14 shares — an estimated $27K sold.

WESPAC Advisors SoCal first reported a position in BLUE in Q3 2017 and held it in 6 quarters. The position peaked at $68K in Q3 2017. 273 funds tracked by Wall St. Rank hold BLUE as of Q2 2019.

WESPAC Advisors SoCal reported no remaining bluebird bio position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 14 bluebird bio shares in Q2 2019, an estimated $27K.
WESPAC Advisors SoCal first reported a position in bluebird bio in Q3 2017 and held it in 6 quarters.
WESPAC Advisors SoCal's bluebird bio position peaked at $68K in Q3 2017.
273 funds tracked by Wall St. Rank held bluebird bio as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.