Avantax Planning Partners’s JBT Marel JBTM Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-77	Closed	-$9K	–	1245
2018 Q3	$9K	Buy	+77	New	+$8.38K	﹤0.01%	921
2018 Q2	–	Sell	-122	Closed	-$14K	–	1539
2018 Q1	$14K	Buy	+122	New	+$14K	﹤0.01%	922

Other funds holding JBTM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Avantax Planning Partners's JBTM Position: Q4 2018 in Review

Avantax Planning Partners sold out of JBT Marel (JBTM) in Q4 2018, closing a stake of 77 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in JBTM in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2018. 229 funds tracked by Wall St. Rank hold JBTM as of Q4 2018.

Avantax Planning Partners reported no remaining JBT Marel position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 77 JBT Marel shares in Q4 2018, an estimated $9K.
Avantax Planning Partners first reported a position in JBT Marel in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's JBT Marel position peaked at $14K in Q1 2018.
229 funds tracked by Wall St. Rank held JBT Marel as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.