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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

McKinley Capital Management's JBTM Position: Q4 2016 in Review

McKinley Capital Management sold out of JBT Marel (JBTM) in Q4 2016, closing a stake of 459 shares — an estimated $32K sold.

McKinley Capital Management first reported a position in JBTM in Q2 2015 and held it in 6 quarters. The position peaked at $4.14M in Q1 2016. 230 funds tracked by Wall St. Rank hold JBTM as of Q4 2016.

McKinley Capital Management reported no remaining JBT Marel position as of Q4 2016 after selling out during the quarter.
McKinley Capital Management sold 459 JBT Marel shares in Q4 2016, an estimated $32K.
McKinley Capital Management first reported a position in JBT Marel in Q2 2015 and held it in 6 quarters.
McKinley Capital Management's JBT Marel position peaked at $4.14M in Q1 2016.
230 funds tracked by Wall St. Rank held JBT Marel as of Q4 2016.

Based on McKinley Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.