FPFS
JBTM

First Personal Financial Services’s JBT Marel JBTM Stock Holding History

First Personal Financial 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
2017
Q1 		– Sell
-162
Closed -$14K – 940
2016
Q4 		$14K Hold
162
– – ﹤0.01% 633
2016
Q3 		$11K Buy
+162
New +$10.8K ﹤0.01% 572

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

First Personal Financial Services's JBTM Position: Q1 2017 in Review

First Personal Financial Services sold out of JBT Marel (JBTM) in Q1 2017, closing a stake of 162 shares — an estimated $14K sold.

First Personal Financial Services first reported a position in JBTM in Q3 2016 and held it in 2 quarters. The position peaked at $14K in Q4 2016. 231 funds tracked by Wall St. Rank hold JBTM as of Q1 2017.

  • First Personal Financial Services reported no remaining JBT Marel position as of Q1 2017 after selling out during the quarter.
  • First Personal Financial Services sold 162 JBT Marel shares in Q1 2017, an estimated $14K.
  • First Personal Financial Services first reported a position in JBT Marel in Q3 2016 and held it in 2 quarters.
  • First Personal Financial Services's JBT Marel position peaked at $14K in Q4 2016.
  • 231 funds tracked by Wall St. Rank held JBT Marel as of Q1 2017.

Based on First Personal Financial Services's 13F filing for Q1 2017, filed 5 May 2017.