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WFG Advisors’s JetBlue JBLU Stock Holding History

WFG Advisors’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
2017
Q2 		$47K Hold
2,060
– – 0.01% 711
2017
Q1 		$42K Hold
2,060
– – 0.01% 705
2016
Q4 		$46K Hold
2,060
– – 0.01% 731
2016
Q3 		$36K Buy
+2,060
New +$35.2K 0.01% 783
2014
Q1 		– Sell
-10
Closed – – 2106
2013
Q4 		$0 Hold
10
– – ﹤0.01% 2266
2013
Q3 		$0 Hold
10
– – ﹤0.01% 2198
2013
Q2 		$0 Buy
+10
New +$65 ﹤0.01% 2097

Other funds holding JBLU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WFG Advisors's JBLU Position: Q2 2017 in Review

WFG Advisors held its JetBlue (JBLU) position steady in Q2 2017 at 2,060 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #711.

WFG Advisors first reported a position in JBLU in Q2 2013 and has held it in 7 quarters since. 389 funds tracked by Wall St. Rank hold JBLU as of Q2 2017.

  • WFG Advisors held 2,060 shares of JetBlue worth $47K as of Q2 2017.
  • WFG Advisors left its JetBlue share count unchanged in Q2 2017.
  • JetBlue made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #711 holding.
  • WFG Advisors first reported a position in JetBlue in Q2 2013 and has held it in 7 quarters since.
  • 389 funds tracked by Wall St. Rank held JetBlue as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.