HR
JBTM

Howe & Rusling’s JBT Marel JBTM Stock Holding History

Howe & Rusling’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
2019
Q1 		– Sell
-325
Closed -$23K – 904
2018
Q4 		$23K Sell
325
-36
-10% -$3.19K ﹤0.01% 335
2018
Q3 		$43K Buy
361
+36
+11% +$3.92K 0.01% 290
2018
Q2 		$29K Hold
325
– – 0.01% 318
2018
Q1 		$37K Sell
325
-175
-35% -$20K 0.01% 308
2017
Q4 		$55K Hold
500
– – 0.01% 289
2017
Q3 		$51K Sell
500
-500
-50% -$46.1K 0.01% 304
2017
Q2 		$98K Buy
+1,000
New +$88.8K 0.02% 204

Other funds holding JBTM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return