IMS
JBTM

Index Management Solutions’s JBT Marel JBTM Stock Holding History

Index Management Solutions’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
Q1 		– Sell
-34,143
Closed -$1.12M – 874
2014
Q4 		$1.12M Buy
34,143
+1,275
+4% +$39K 0.15% 129
2014
Q3 		$925K Buy
32,868
+2,781
+9% +$80K 0.11% 156
2014
Q2 		$932K Sell
30,087
-3,628
-11% -$108K 0.11% 170
2014
Q1 		$1.04M Buy
33,715
+17,593
+109% +$536K 0.17% 122
2013
Q4 		$473K Buy
+16,122
New +$447K 0.12% 105

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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Index Management Solutions's JBTM Position: Q1 2015 in Review

Index Management Solutions sold out of JBT Marel (JBTM) in Q1 2015, closing a stake of 34,143 shares — an estimated $1.12M sold.

Index Management Solutions first reported a position in JBTM in Q4 2013 and held it in 5 quarters. The position peaked at $1.12M in Q4 2014. 163 funds tracked by Wall St. Rank hold JBTM as of Q1 2015.

  • Index Management Solutions reported no remaining JBT Marel position as of Q1 2015 after selling out during the quarter.
  • Index Management Solutions sold 34,143 JBT Marel shares in Q1 2015, an estimated $1.12M.
  • Index Management Solutions first reported a position in JBT Marel in Q4 2013 and held it in 5 quarters.
  • Index Management Solutions's JBT Marel position peaked at $1.12M in Q4 2014.
  • 163 funds tracked by Wall St. Rank held JBT Marel as of Q1 2015.

Based on Index Management Solutions's 13F filing for Q1 2015, filed 15 May 2015.