CCM
JBTM

Coe Capital Management’s JBT Marel JBTM Stock Holding History

Coe Capital 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
2016
Q3 		– Sell
-15,000
Closed -$918K – 257
2016
Q2 		$918K Buy
+15,000
New +$876K 0.32% 100
2015
Q4 		– Sell
-27,040
Closed -$1.03M – 255
2015
Q3 		$1.03M Buy
+27,040
New +$981K 0.38% 80
2014
Q4 		– Sell
-18,285
Closed -$514K – 282
2014
Q3 		$514K Buy
+18,285
New +$526K 0.19% 140

Other funds holding JBTM

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Coe Capital Management's JBTM Position: Q3 2016 in Review

Coe Capital Management sold out of JBT Marel (JBTM) in Q3 2016, closing a stake of 15,000 shares — an estimated $918K sold.

Coe Capital Management first reported a position in JBTM in Q3 2014 and held it in 3 quarters. The position peaked at $1.03M in Q3 2015. 202 funds tracked by Wall St. Rank hold JBTM as of Q3 2016.

  • Coe Capital Management reported no remaining JBT Marel position as of Q3 2016 after selling out during the quarter.
  • Coe Capital Management sold 15,000 JBT Marel shares in Q3 2016, an estimated $918K.
  • Coe Capital Management first reported a position in JBT Marel in Q3 2014 and held it in 3 quarters.
  • Coe Capital Management's JBT Marel position peaked at $1.03M in Q3 2015.
  • 202 funds tracked by Wall St. Rank held JBT Marel as of Q3 2016.

Based on Coe Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.