Capstone Asset Management’s JBT Marel JBTM Stock Holding History

Capstone Asset Management’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
2017 Q2	$747K	Sell	7,627 -10	-0.1%	-$888	0.02%	700
2017 Q1	$672K	Sell	7,637 -820	-10%	-$71.1K	0.02%	742
2016 Q4	$727K	Sell	8,457 -2,308	-21%	-$188K	0.02%	705
2016 Q3	$759K	Sell	10,765 -280	-3%	-$18.7K	0.02%	711
2016 Q2	$676K	Buy	11,045 +1,070	+11%	+$62.5K	0.02%	757
2016 Q1	$563K	Sell	9,975 -390	-4%	-$19K	0.02%	852
2015 Q4	$516K	Buy	10,365 +1,690	+19%	+$76.8K	0.01%	899
2015 Q3	$332K	Buy	8,675 +270	+3%	+$9.79K	0.01%	1165
2015 Q2	$316K	Sell	8,405 -4,230	-33%	-$156K	0.01%	1268
2015 Q1	$451K	Buy	12,635 +480	+4%	+$15.9K	0.01%	1154
2014 Q4	$399K	Sell	12,155 -1,450	-11%	-$44.4K	0.01%	1197
2014 Q3	$383K	Sell	13,605 -180	-1%	-$5.18K	0.01%	1189
2014 Q2	$427K	Buy	13,785 +1,514	+12%	+$45K	0.01%	1164
2014 Q1	$379K	Sell	12,271 -760	-6%	-$23.2K	0.01%	1267
2013 Q4	$382K	Sell	13,031 -830	-6%	-$23K	0.01%	1344
2013 Q3	$345K	Buy	13,861 +260	+2%	+$6.07K	0.01%	1569
2013 Q2	$286K	Buy	+13,601	New	+$285K	0.01%	1602

Other funds holding JBTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

EAM

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

Capstone Asset Management's JBTM Position: Q2 2017 in Review

Capstone Asset Management reduced its JBT Marel (JBTM) stake by 0.13% in Q2 2017, selling an estimated $888 and leaving 7,627 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #700.

Capstone Asset Management first reported a position in JBTM in Q2 2013 and has held it in 17 quarters since. The position peaked at $759K in Q3 2016. 232 funds tracked by Wall St. Rank hold JBTM as of Q2 2017.

Capstone Asset Management held 7,627 shares of JBT Marel worth $747K as of Q2 2017.
Capstone Asset Management sold 10 JBT Marel shares in Q2 2017, an estimated $888.
JBT Marel made up 0.02% of Capstone Asset Management's portfolio in Q2 2017, its #700 holding.
Capstone Asset Management first reported a position in JBT Marel in Q2 2013 and has held it in 17 quarters since.
Capstone Asset Management's JBT Marel position peaked at $759K in Q3 2016.
232 funds tracked by Wall St. Rank held JBT Marel as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.