Winch Advisory Services’s JetBlue JBLU Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-67	Closed	-$1K	–	310
2017 Q3	$1K	Hold	67	–	–	﹤0.01%	273
2017 Q2	$2K	Hold	67	–	–	﹤0.01%	270
2017 Q1	$1K	Buy	+67	New	+$1.37K	﹤0.01%	268
2014 Q3	–	Sell	-390	Closed	-$4K	–	248
2014 Q2	$4K	Hold	390	–	–	﹤0.01%	209
2014 Q1	$3K	Buy	+390	New	+$3.42K	﹤0.01%	232

Other funds holding JBLU

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Winch Advisory Services's JBLU Position: Q4 2017 in Review

Winch Advisory Services sold out of JetBlue (JBLU) in Q4 2017, closing a stake of 67 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in JBLU in Q1 2014 and held it in 5 quarters. The position peaked at $4K in Q2 2014. 377 funds tracked by Wall St. Rank hold JBLU as of Q4 2017.

Winch Advisory Services reported no remaining JetBlue position as of Q4 2017 after selling out during the quarter.
Winch Advisory Services sold 67 JetBlue shares in Q4 2017, an estimated $1K.
Winch Advisory Services first reported a position in JetBlue in Q1 2014 and held it in 5 quarters.
Winch Advisory Services's JetBlue position peaked at $4K in Q2 2014.
377 funds tracked by Wall St. Rank held JetBlue as of Q4 2017.

Based on Winch Advisory Services's 13F filing for Q4 2017, filed 13 Feb 2018.