AG
JBTM

Advisor Group’s JBT Marel JBTM Stock Holding History

Advisor Group’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$135K Sell
1,186
-92
-7% -$9.85K ﹤0.01% 2711
2019
Q3 		$126K Sell
1,278
-125
-9% -$13.8K ﹤0.01% 2710
2019
Q2 		$170K Sell
1,403
-99
-7% -$10.6K ﹤0.01% 2445
2019
Q1 		$138K Buy
1,502
+81
+6% +$6.84K ﹤0.01% 2587
2018
Q4 		$102K Buy
1,421
+219
+18% +$19.4K ﹤0.01% 2643
2018
Q3 		$144K Buy
1,202
+311
+35% +$33.8K ﹤0.01% 2460
2018
Q2 		$79K Sell
891
-1,007
-53% -$98.3K ﹤0.01% 2721
2018
Q1 		$215K Sell
1,898
-129
-6% -$14.8K ﹤0.01% 1925
2017
Q4 		$225K Buy
2,027
+324
+19% +$35.4K ﹤0.01% 1894
2017
Q3 		$172K Buy
1,703
+322
+23% +$29.7K ﹤0.01% 1967
2017
Q2 		$135K Buy
1,381
+297
+27% +$26.4K ﹤0.01% 2074
2017
Q1 		$95K Sell
1,084
-98
-8% -$8.49K ﹤0.01% 2200
2016
Q4 		$101K Sell
1,182
-276
-19% -$22.5K ﹤0.01% 2060
2016
Q3 		$103K Buy
1,458
+1,328
+1,022% +$88.8K ﹤0.01% 1985
2016
Q2 		$6K Buy
+130
New +$7.59K ﹤0.01% 3725

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor Group's JBTM Position: Q4 2019 in Review

Advisor Group reduced its JBT Marel (JBTM) stake by 7.2% in Q4 2019, selling an estimated $9.85K and leaving 1,186 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

Advisor Group first reported a position in JBTM in Q2 2016 and has held it in 15 quarters since. The position peaked at $225K in Q4 2017. 256 funds tracked by Wall St. Rank hold JBTM as of Q4 2019.

  • Advisor Group held 1,186 shares of JBT Marel worth $135K as of Q4 2019.
  • Advisor Group sold 92 JBT Marel shares in Q4 2019, an estimated $9.85K.
  • JBT Marel made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2711 holding.
  • Advisor Group first reported a position in JBT Marel in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's JBT Marel position peaked at $225K in Q4 2017.
  • 256 funds tracked by Wall St. Rank held JBT Marel as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.