HF
JBTM

Hoxton Financial’s JBT Marel JBTM Stock Holding History

Hoxton Financial’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
2014
Q1 		– Sell
-652
Closed -$19K – 601
2013
Q4 		$19K Buy
652
+179
+38% +$4.97K 0.01% 359
2013
Q3 		$12K Sell
473
-14
-3% -$327 0.01% 259
2013
Q2 		$10K Buy
+487
New +$10.2K 0.01% 404

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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Hoxton Financial's JBTM Position: Q1 2014 in Review

Hoxton Financial sold out of JBT Marel (JBTM) in Q1 2014, closing a stake of 652 shares — an estimated $19K sold.

Hoxton Financial first reported a position in JBTM in Q2 2013 and held it in 3 quarters. The position peaked at $19K in Q4 2013. 147 funds tracked by Wall St. Rank hold JBTM as of Q1 2014.

  • Hoxton Financial reported no remaining JBT Marel position as of Q1 2014 after selling out during the quarter.
  • Hoxton Financial sold 652 JBT Marel shares in Q1 2014, an estimated $19K.
  • Hoxton Financial first reported a position in JBT Marel in Q2 2013 and held it in 3 quarters.
  • Hoxton Financial's JBT Marel position peaked at $19K in Q4 2013.
  • 147 funds tracked by Wall St. Rank held JBT Marel as of Q1 2014.

Based on Hoxton Financial's 13F filing for Q1 2014, filed 25 Apr 2014.