BSA
JBTM

Braun Stacey Associates’s JBT Marel JBTM Stock Holding History

Braun Stacey Associates’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
-131,889
Closed -$15M – 133
2018
Q1 		$15M Buy
131,889
+13,557
+11% +$1.55M 1.03% 44
2017
Q4 		$13.1M Buy
118,332
+8,520
+8% +$931K 0.88% 55
2017
Q3 		$11.1M Sell
109,812
-29,745
-21% -$2.74M 0.76% 73
2017
Q2 		$13.7M Buy
139,557
+9,601
+7% +$852K 0.89% 59
2017
Q1 		$11.4M Buy
129,956
+23,720
+22% +$2.06M 0.73% 79
2016
Q4 		$9.13M Buy
+106,236
New +$8.67M 0.6% 83

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Braun Stacey Associates's JBTM Position: Q2 2018 in Review

Braun Stacey Associates sold out of JBT Marel (JBTM) in Q2 2018, closing a stake of 131,889 shares — an estimated $15M sold.

Braun Stacey Associates first reported a position in JBTM in Q4 2016 and held it in 6 quarters. The position peaked at $15M in Q1 2018. 214 funds tracked by Wall St. Rank hold JBTM as of Q2 2018.

  • Braun Stacey Associates reported no remaining JBT Marel position as of Q2 2018 after selling out during the quarter.
  • Braun Stacey Associates sold 131,889 JBT Marel shares in Q2 2018, an estimated $15M.
  • Braun Stacey Associates first reported a position in JBT Marel in Q4 2016 and held it in 6 quarters.
  • Braun Stacey Associates's JBT Marel position peaked at $15M in Q1 2018.
  • 214 funds tracked by Wall St. Rank held JBT Marel as of Q2 2018.

Based on Braun Stacey Associates's 13F filing for Q2 2018, filed 1 Aug 2018.