KT
JBTM

Kanaly Trust’s JBT Marel JBTM Stock Holding History

Kanaly Trust’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
2016
Q2 		– Sell
-72
Closed -$4K – 955
2016
Q1 		$4K Sell
72
-74
-51% -$3.6K ﹤0.01% 695
2015
Q4 		$7K Sell
146
-5
-3% -$227 ﹤0.01% 622
2015
Q3 		$6K Hold
151
– – ﹤0.01% 615
2015
Q2 		$6K Buy
+151
New +$5.57K ﹤0.01% 627

Other funds holding JBTM

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Kanaly Trust's JBTM Position: Q2 2016 in Review

Kanaly Trust sold out of JBT Marel (JBTM) in Q2 2016, closing a stake of 72 shares — an estimated $4K sold.

Kanaly Trust first reported a position in JBTM in Q2 2015 and held it in 4 quarters. The position peaked at $7K in Q4 2015. 223 funds tracked by Wall St. Rank hold JBTM as of Q2 2016.

  • Kanaly Trust reported no remaining JBT Marel position as of Q2 2016 after selling out during the quarter.
  • Kanaly Trust sold 72 JBT Marel shares in Q2 2016, an estimated $4K.
  • Kanaly Trust first reported a position in JBT Marel in Q2 2015 and held it in 4 quarters.
  • Kanaly Trust's JBT Marel position peaked at $7K in Q4 2015.
  • 223 funds tracked by Wall St. Rank held JBT Marel as of Q2 2016.

Based on Kanaly Trust's 13F filing for Q2 2016, filed 21 Jul 2016.