FMA
JBTM

Fiduciary Management Associates’s JBT Marel JBTM Stock Holding History

Fiduciary Management Associates’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
2015
Q2 		– Sell
-560,870
Closed -$20M – 130
2015
Q1 		$20M Sell
560,870
-7,165
-1% -$237K 1.2% 54
2014
Q4 		$18.7M Buy
568,035
+34,810
+7% +$1.07M 1.16% 53
2014
Q3 		$15M Buy
533,225
+48,724
+10% +$1.4M 1.07% 60
2014
Q2 		$15M Buy
+484,501
New +$14.4M 0.99% 71

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
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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Fiduciary Management Associates's JBTM Position: Q2 2015 in Review

Fiduciary Management Associates sold out of JBT Marel (JBTM) in Q2 2015, closing a stake of 560,870 shares — an estimated $20M sold.

Fiduciary Management Associates first reported a position in JBTM in Q2 2014 and held it in 4 quarters. The position peaked at $20M in Q1 2015. 174 funds tracked by Wall St. Rank hold JBTM as of Q2 2015.

  • Fiduciary Management Associates reported no remaining JBT Marel position as of Q2 2015 after selling out during the quarter.
  • Fiduciary Management Associates sold 560,870 JBT Marel shares in Q2 2015, an estimated $20M.
  • Fiduciary Management Associates first reported a position in JBT Marel in Q2 2014 and held it in 4 quarters.
  • Fiduciary Management Associates's JBT Marel position peaked at $20M in Q1 2015.
  • 174 funds tracked by Wall St. Rank held JBT Marel as of Q2 2015.

Based on Fiduciary Management Associates's 13F filing for Q2 2015, filed 11 Aug 2015.