LFA
JBTM

Legacy Financial Advisors’s JBT Marel JBTM Stock Holding History

Legacy Financial 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
Q2 		– Sell
-6
Closed -$1K – 939
2019
Q1 		$1K Buy
+6
New +$507 ﹤0.01% 1031

Other funds holding JBTM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
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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 $3.37T AUM 44.26% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Legacy Financial Advisors's JBTM Position: Q2 2019 in Review

Legacy Financial Advisors sold out of JBT Marel (JBTM) in Q2 2019, closing a stake of 6 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in JBTM in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 260 funds tracked by Wall St. Rank hold JBTM as of Q2 2019.

  • Legacy Financial Advisors reported no remaining JBT Marel position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 6 JBT Marel shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in JBT Marel in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's JBT Marel position peaked at $1K in Q1 2019.
  • 260 funds tracked by Wall St. Rank held JBT Marel as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.