MCM
JBTM

McKinley Capital Management’s JBT Marel JBTM Stock Holding History

McKinley Capital 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
-459
Closed -$32K – 586
2016
Q3 		$32K Buy
459
+279
+155% +$18.7K ﹤0.01% 433
2016
Q2 		$11K Sell
180
-73,261
-100% -$4.28M ﹤0.01% 383
2016
Q1 		$4.14M Sell
73,441
-56
-0.1% -$2.73K 0.2% 134
2015
Q4 		$3.66M Buy
73,497
+51
+0.1% +$2.32K 0.17% 145
2015
Q3 		$2.81M Sell
73,446
-64
-0.1% -$2.32K 0.14% 162
2015
Q2 		$2.76M Buy
+73,510
New +$2.71M 0.12% 182

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 $501B 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 $761B 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 $61.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return