DADC
JBTM

D.A. Davidson & Co’s JBT Marel JBTM Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-1,574
Closed -$154K – 2020
2017
Q2 		$154K Buy
1,574
+19
+1% +$1.69K ﹤0.01% 1074
2017
Q1 		$136K Sell
1,555
-2,189
-58% -$190K ﹤0.01% 1108
2016
Q4 		$321K Buy
3,744
+222
+6% +$18.1K 0.01% 820
2016
Q3 		$248K Buy
3,522
+49
+1% +$3.28K 0.01% 861
2016
Q2 		$212K Buy
3,473
+724
+26% +$42.3K 0.01% 825
2016
Q1 		$154K Buy
2,749
+127
+5% +$6.18K ﹤0.01% 948
2015
Q4 		$130K Sell
2,622
-1,253
-32% -$56.9K ﹤0.01% 1016
2015
Q3 		$148K Sell
3,875
-65
-2% -$2.36K 0.01% 941
2015
Q2 		$148K Hold
3,940
– – ﹤0.01% 982
2015
Q1 		$140K Buy
3,940
+45
+1% +$1.49K ﹤0.01% 1003
2014
Q4 		$127K Hold
3,895
– – ﹤0.01% 1028
2014
Q3 		$109K Buy
+3,895
New +$112K ﹤0.01% 1081

Other funds holding JBTM

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JP Morgan Chase
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return