BRWA
JBTM

B. Riley Wealth Advisors’s JBT Marel JBTM Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-500
Closed -$16K – 2044
2014
Q4 		$16K Buy
+500
New +$15.3K ﹤0.01% 2658
2014
Q3 		– Sell
-500
Closed -$15.5K – 1939
2014
Q2 		$15.5K Buy
+500
New +$14.9K ﹤0.01% 1588

Other funds holding JBTM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Advisors's JBTM Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of JBT Marel (JBTM) in Q1 2015, closing a stake of 500 shares — an estimated $16K sold.

B. Riley Wealth Advisors first reported a position in JBTM in Q2 2014 and held it in 2 quarters. The position peaked at $16K in Q4 2014. 163 funds tracked by Wall St. Rank hold JBTM as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining JBT Marel position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 500 JBT Marel shares in Q1 2015, an estimated $16K.
  • B. Riley Wealth Advisors first reported a position in JBT Marel in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's JBT Marel position peaked at $16K in Q4 2014.
  • 163 funds tracked by Wall St. Rank held JBT Marel as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.