FA
JBTM

FDx Advisors’s JBT Marel JBTM Stock Holding History

FDx Advisors’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
-2,914
Closed -$323K – 1277
2017
Q4 		$323K Sell
2,914
-695
-19% -$75.9K 0.01% 997
2017
Q3 		$365K Sell
3,609
-19
-0.5% -$1.75K 0.01% 959
2017
Q2 		$356K Hold
3,628
– – 0.01% 923
2017
Q1 		$319K Sell
3,628
-465
-11% -$40.3K 0.01% 956
2016
Q4 		$352K Sell
4,093
-18
-0.4% -$1.47K 0.01% 904
2016
Q3 		$290K Sell
4,111
-2,058
-33% -$138K 0.01% 786
2016
Q2 		$378K Buy
6,169
+87
+1% +$5.08K 0.02% 679
2016
Q1 		$343K Buy
6,082
+1,318
+28% +$64.1K 0.02% 686
2015
Q4 		$237K Buy
+4,764
New +$216K 0.01% 781

Other funds holding JBTM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FDx Advisors's JBTM Position: Q1 2018 in Review

FDx Advisors sold out of JBT Marel (JBTM) in Q1 2018, closing a stake of 2,914 shares — an estimated $323K sold.

FDx Advisors first reported a position in JBTM in Q4 2015 and held it in 9 quarters. The position peaked at $378K in Q2 2016. 251 funds tracked by Wall St. Rank hold JBTM as of Q1 2018.

  • FDx Advisors reported no remaining JBT Marel position as of Q1 2018 after selling out during the quarter.
  • FDx Advisors sold 2,914 JBT Marel shares in Q1 2018, an estimated $323K.
  • FDx Advisors first reported a position in JBT Marel in Q4 2015 and held it in 9 quarters.
  • FDx Advisors's JBT Marel position peaked at $378K in Q2 2016.
  • 251 funds tracked by Wall St. Rank held JBT Marel as of Q1 2018.

Based on FDx Advisors's 13F filing for Q1 2018, filed 2 May 2018.