BWFA
JBTM

Baltimore-Washington Financial Advisors’s JBT Marel JBTM Stock Holding History

Baltimore-Washington Financial 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
2014
Q4 		– Sell
-166
Closed -$5K – 317
2014
Q3 		$5K Buy
+166
New +$4.78K ﹤0.01% 247

Other funds holding JBTM

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

Baltimore-Washington Financial Advisors's JBTM Position: Q4 2014 in Review

Baltimore-Washington Financial Advisors sold out of JBT Marel (JBTM) in Q4 2014, closing a stake of 166 shares — an estimated $5K sold.

Baltimore-Washington Financial Advisors first reported a position in JBTM in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 162 funds tracked by Wall St. Rank hold JBTM as of Q4 2014.

  • Baltimore-Washington Financial Advisors reported no remaining JBT Marel position as of Q4 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 166 JBT Marel shares in Q4 2014, an estimated $5K.
  • Baltimore-Washington Financial Advisors first reported a position in JBT Marel in Q3 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's JBT Marel position peaked at $5K in Q3 2014.
  • 162 funds tracked by Wall St. Rank held JBT Marel as of Q4 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2014, filed 21 Jan 2015.