MFS
JBTM

MSI Financial Services’s JBT Marel JBTM Stock Holding History

MSI Financial Services’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 		$175K Buy
2,039
+1,805
+771% +$147K 0.01% 1161
2016
Q3 		$17K Buy
234
+194
+485% +$13K ﹤0.01% 2488
2016
Q2 		$2K Hold
40
– – ﹤0.01% 3570
2016
Q1 		$2K Sell
40
-101
-72% -$4.92K ﹤0.01% 3595
2015
Q4 		$7K Buy
141
+40
+40% +$1.82K ﹤0.01% 2931
2015
Q3 		$4K Hold
101
– – ﹤0.01% 2538
2015
Q2 		$4K Buy
+101
New +$3.73K ﹤0.01% 2570

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

MSI Financial Services's JBTM Position: Q4 2016 in Review

MSI Financial Services increased its JBT Marel (JBTM) stake by 771% in Q4 2016, buying an estimated $147K and bringing the position to 2,039 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #1161.

MSI Financial Services first reported a position in JBTM in Q2 2015 and has held it in 7 quarters since. 230 funds tracked by Wall St. Rank hold JBTM as of Q4 2016.

  • MSI Financial Services held 2,039 shares of JBT Marel worth $175K as of Q4 2016.
  • MSI Financial Services bought 1,805 JBT Marel shares in Q4 2016, an estimated $147K.
  • JBT Marel made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1161 holding.
  • MSI Financial Services first reported a position in JBT Marel in Q2 2015 and has held it in 7 quarters since.
  • 230 funds tracked by Wall St. Rank held JBT Marel as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.