Commonwealth Equity Services
JBTM

Commonwealth Equity Services’s JBT Marel JBTM Stock Holding History

Commonwealth Equity Services’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
Q2 		– Sell
-9,111
Closed -$282K – 2110
2014
Q1 		$282K Hold
9,111
– – ﹤0.01% 1520
2013
Q4 		$267K Sell
9,111
-650
-7% -$18K ﹤0.01% 1518
2013
Q3 		$243K Sell
9,761
-200
-2% -$4.67K ﹤0.01% 1511
2013
Q2 		$209K Buy
+9,961
New +$209K ﹤0.01% 1547

Other funds holding JBTM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 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
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Commonwealth Equity Services's JBTM Position: Q2 2014 in Review

Commonwealth Equity Services sold out of JBT Marel (JBTM) in Q2 2014, closing a stake of 9,111 shares — an estimated $282K sold.

Commonwealth Equity Services first reported a position in JBTM in Q2 2013 and held it in 4 quarters. The position peaked at $282K in Q1 2014. 153 funds tracked by Wall St. Rank hold JBTM as of Q2 2014.

  • Commonwealth Equity Services reported no remaining JBT Marel position as of Q2 2014 after selling out during the quarter.
  • Commonwealth Equity Services sold 9,111 JBT Marel shares in Q2 2014, an estimated $282K.
  • Commonwealth Equity Services first reported a position in JBT Marel in Q2 2013 and held it in 4 quarters.
  • Commonwealth Equity Services's JBT Marel position peaked at $282K in Q1 2014.
  • 153 funds tracked by Wall St. Rank held JBT Marel as of Q2 2014.

Based on Commonwealth Equity Services's 13F filing for Q2 2014, filed 23 Jul 2014.