LA
JBTM

Lucus Advisors’s JBT Marel JBTM Stock Holding History

Lucus 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
2016
Q1 		– Sell
-8,461
Closed -$422K – 366
2015
Q4 		$422K Sell
8,461
-4,271
-34% -$194K 0.26% 142
2015
Q3 		$487K Sell
12,732
-934
-7% -$33.9K 0.27% 24
2015
Q2 		$514K Sell
13,666
-2,184
-14% -$80.5K 0.25% 73
2015
Q1 		$566K Buy
15,850
+1,207
+8% +$39.9K 0.29% 33
2014
Q4 		$481K Buy
+14,643
New +$448K 0.21% 111

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
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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Lucus Advisors's JBTM Position: Q1 2016 in Review

Lucus Advisors sold out of JBT Marel (JBTM) in Q1 2016, closing a stake of 8,461 shares — an estimated $422K sold.

Lucus Advisors first reported a position in JBTM in Q4 2014 and held it in 5 quarters. The position peaked at $566K in Q1 2015. 212 funds tracked by Wall St. Rank hold JBTM as of Q1 2016.

  • Lucus Advisors reported no remaining JBT Marel position as of Q1 2016 after selling out during the quarter.
  • Lucus Advisors sold 8,461 JBT Marel shares in Q1 2016, an estimated $422K.
  • Lucus Advisors first reported a position in JBT Marel in Q4 2014 and held it in 5 quarters.
  • Lucus Advisors's JBT Marel position peaked at $566K in Q1 2015.
  • 212 funds tracked by Wall St. Rank held JBT Marel as of Q1 2016.

Based on Lucus Advisors's 13F filing for Q1 2016, filed 13 May 2016.