DWT
JBTM

Dorsey & Whitney Trust’s JBT Marel JBTM Stock Holding History

Dorsey & Whitney Trust’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
Q2 		– Sell
-2,657
Closed -$302K – 405
2018
Q1 		$302K Buy
2,657
+447
+20% +$51.2K 0.06% 242
2017
Q4 		$245K Buy
+2,210
New +$241K 0.05% 284

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dorsey & Whitney Trust's JBTM Position: Q2 2018 in Review

Dorsey & Whitney Trust sold out of JBT Marel (JBTM) in Q2 2018, closing a stake of 2,657 shares — an estimated $302K sold.

Dorsey & Whitney Trust first reported a position in JBTM in Q4 2017 and held it in 2 quarters. The position peaked at $302K in Q1 2018. 214 funds tracked by Wall St. Rank hold JBTM as of Q2 2018.

  • Dorsey & Whitney Trust reported no remaining JBT Marel position as of Q2 2018 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 2,657 JBT Marel shares in Q2 2018, an estimated $302K.
  • Dorsey & Whitney Trust first reported a position in JBT Marel in Q4 2017 and held it in 2 quarters.
  • Dorsey & Whitney Trust's JBT Marel position peaked at $302K in Q1 2018.
  • 214 funds tracked by Wall St. Rank held JBT Marel as of Q2 2018.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2018, filed 13 Aug 2018.