AIA
JBTM

Avalon Investment & Advisory’s JBT Marel JBTM Stock Holding History

Avalon Investment & Advisory’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
2018
Q2 		– Sell
-12,932
Closed -$1.47M – 362
2018
Q1 		$1.47M Buy
12,932
+1,230
+11% +$141K 0.05% 236
2017
Q4 		$1.3M Buy
11,702
+395
+3% +$43.1K 0.04% 237
2017
Q3 		$1.14M Sell
11,307
-83
-0.7% -$7.65K 0.04% 239
2017
Q2 		$1.12M Buy
+11,390
New +$1.01M 0.04% 250

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avalon Investment & Advisory's JBTM Position: Q2 2018 in Review

Avalon Investment & Advisory sold out of JBT Marel (JBTM) in Q2 2018, closing a stake of 12,932 shares — an estimated $1.47M sold.

Avalon Investment & Advisory first reported a position in JBTM in Q2 2017 and held it in 4 quarters. The position peaked at $1.47M in Q1 2018. 214 funds tracked by Wall St. Rank hold JBTM as of Q2 2018.

  • Avalon Investment & Advisory reported no remaining JBT Marel position as of Q2 2018 after selling out during the quarter.
  • Avalon Investment & Advisory sold 12,932 JBT Marel shares in Q2 2018, an estimated $1.47M.
  • Avalon Investment & Advisory first reported a position in JBT Marel in Q2 2017 and held it in 4 quarters.
  • Avalon Investment & Advisory's JBT Marel position peaked at $1.47M in Q1 2018.
  • 214 funds tracked by Wall St. Rank held JBT Marel as of Q2 2018.

Based on Avalon Investment & Advisory's 13F filing for Q2 2018, filed 14 Aug 2018.