Winfield Associates’s JetBlue JBLU Stock Holding History

Winfield Associates’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
2018 Q1	–	Sell	-195	Closed	-$5K	–	383
2017 Q4	$5K	Hold	195	–	–	﹤0.01%	520
2017 Q3	$4K	Hold	195	–	–	﹤0.01%	527
2017 Q2	$4K	Hold	195	–	–	﹤0.01%	574
2017 Q1	$4K	Sell	195 -15	-7%	-$306	﹤0.01%	498
2016 Q4	$5K	Buy	+210	New	+$4.15K	﹤0.01%	423
2016 Q2	–	Sell	-50	Closed	-$1K	–	739
2016 Q1	$1K	Buy	+50	New	+$1.05K	﹤0.01%	594

Other funds holding JBLU

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Winfield Associates's JBLU Position: Q1 2018 in Review

Winfield Associates sold out of JetBlue (JBLU) in Q1 2018, closing a stake of 195 shares — an estimated $5K sold.

Winfield Associates first reported a position in JBLU in Q1 2016 and held it in 6 quarters. The position peaked at $5K in Q4 2017. 383 funds tracked by Wall St. Rank hold JBLU as of Q1 2018.

Winfield Associates reported no remaining JetBlue position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 195 JetBlue shares in Q1 2018, an estimated $5K.
Winfield Associates first reported a position in JetBlue in Q1 2016 and held it in 6 quarters.
Winfield Associates's JetBlue position peaked at $5K in Q4 2017.
383 funds tracked by Wall St. Rank held JetBlue as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.