JA
JBTM

JOYN Advisors’s JBT Marel JBTM Stock Holding History

JOYN Advisors’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
-142
Closed -$10K – 1479
2018
Q4 		$10K Buy
142
+42
+42% +$3.72K ﹤0.01% 987
2018
Q3 		$12K Buy
100
+31
+45% +$3.37K ﹤0.01% 897
2018
Q2 		$6K Buy
69
+31
+82% +$3.02K ﹤0.01% 1094
2018
Q1 		$4K Buy
+38
New +$4.35K ﹤0.01% 930

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $12.4B AUM 64.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

JOYN Advisors's JBTM Position: Q1 2019 in Review

JOYN Advisors sold out of JBT Marel (JBTM) in Q1 2019, closing a stake of 142 shares — an estimated $10K sold.

JOYN Advisors first reported a position in JBTM in Q1 2018 and held it in 4 quarters. The position peaked at $12K in Q3 2018. 246 funds tracked by Wall St. Rank hold JBTM as of Q1 2019.

  • JOYN Advisors reported no remaining JBT Marel position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 142 JBT Marel shares in Q1 2019, an estimated $10K.
  • JOYN Advisors first reported a position in JBT Marel in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's JBT Marel position peaked at $12K in Q3 2018.
  • 246 funds tracked by Wall St. Rank held JBT Marel as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.