Chesley Taft & Associates’s JBT Marel JBTM Stock Holding History

Chesley Taft & 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 Q1	–	Sell	-5,275	Closed	-$584K	–	291
2017 Q4	$584K	Hold	5,275	–	–	0.05%	213
2017 Q3	$533K	Hold	5,275	–	–	0.05%	216
2017 Q2	$517K	Hold	5,275	–	–	0.05%	213
2017 Q1	$464K	Hold	5,275	–	–	0.04%	219
2016 Q4	$453K	Buy	+5,275	New	+$430K	0.04%	220

Other funds holding JBTM

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

EAM

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

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

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

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

Chesley Taft & Associates's JBTM Position: Q1 2018 in Review

Chesley Taft & Associates sold out of JBT Marel (JBTM) in Q1 2018, closing a stake of 5,275 shares — an estimated $584K sold.

Chesley Taft & Associates first reported a position in JBTM in Q4 2016 and held it in 5 quarters. The position peaked at $584K in Q4 2017. 251 funds tracked by Wall St. Rank hold JBTM as of Q1 2018.

Chesley Taft & Associates reported no remaining JBT Marel position as of Q1 2018 after selling out during the quarter.
Chesley Taft & Associates sold 5,275 JBT Marel shares in Q1 2018, an estimated $584K.
Chesley Taft & Associates first reported a position in JBT Marel in Q4 2016 and held it in 5 quarters.
Chesley Taft & Associates's JBT Marel position peaked at $584K in Q4 2017.
251 funds tracked by Wall St. Rank held JBT Marel as of Q1 2018.

Based on Chesley Taft & Associates's 13F filing for Q1 2018, filed 11 Apr 2018.