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	–	901
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 New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Howe & Rusling's JBTM Position: Q1 2019 in Review

Howe & Rusling sold out of JBT Marel (JBTM) in Q1 2019, closing a stake of 325 shares — an estimated $23K sold.

Howe & Rusling first reported a position in JBTM in Q2 2017 and held it in 7 quarters. The position peaked at $98K in Q2 2017. 246 funds tracked by Wall St. Rank hold JBTM as of Q1 2019.

Howe & Rusling reported no remaining JBT Marel position as of Q1 2019 after selling out during the quarter.
Howe & Rusling sold 325 JBT Marel shares in Q1 2019, an estimated $23K.
Howe & Rusling first reported a position in JBT Marel in Q2 2017 and held it in 7 quarters.
Howe & Rusling's JBT Marel position peaked at $98K in Q2 2017.
246 funds tracked by Wall St. Rank held JBT Marel as of Q1 2019.

Based on Howe & Rusling's 13F filing for Q1 2019, filed 29 Apr 2019.