LAM
JBTM

Lebenthal Asset Management’s JBT Marel JBTM Stock Holding History

Lebenthal Asset Management’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
Q4 		– Sell
-435
Closed -$31K – 712
2016
Q3 		$31K Buy
+435
New +$29.1K ﹤0.01% 509

Other funds holding JBTM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lebenthal Asset Management's JBTM Position: Q4 2016 in Review

Lebenthal Asset Management sold out of JBT Marel (JBTM) in Q4 2016, closing a stake of 435 shares — an estimated $31K sold.

Lebenthal Asset Management first reported a position in JBTM in Q3 2016 and held it in 1 quarter. The position peaked at $31K in Q3 2016. 230 funds tracked by Wall St. Rank hold JBTM as of Q4 2016.

  • Lebenthal Asset Management reported no remaining JBT Marel position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 435 JBT Marel shares in Q4 2016, an estimated $31K.
  • Lebenthal Asset Management first reported a position in JBT Marel in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's JBT Marel position peaked at $31K in Q3 2016.
  • 230 funds tracked by Wall St. Rank held JBT Marel as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.