Omnia Family Wealth’s JBT Marel JBTM Stock Holding History

Omnia Family Wealth’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
2017 Q4	–	Sell	-34	Closed	-$3K	–	646
2017 Q3	$3K	Hold	34	–	–	﹤0.01%	410
2017 Q2	$3K	Hold	34	–	–	﹤0.01%	546
2017 Q1	$3K	Hold	34	–	–	﹤0.01%	542
2016 Q4	$3K	Buy	+34	New	+$2.77K	﹤0.01%	547

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Omnia Family Wealth's JBTM Position: Q4 2017 in Review

Omnia Family Wealth sold out of JBT Marel (JBTM) in Q4 2017, closing a stake of 34 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in JBTM in Q4 2016 and held it in 4 quarters. The position peaked at $3K in Q3 2017. 257 funds tracked by Wall St. Rank hold JBTM as of Q4 2017.

Omnia Family Wealth reported no remaining JBT Marel position as of Q4 2017 after selling out during the quarter.
Omnia Family Wealth sold 34 JBT Marel shares in Q4 2017, an estimated $3K.
Omnia Family Wealth first reported a position in JBT Marel in Q4 2016 and held it in 4 quarters.
Omnia Family Wealth's JBT Marel position peaked at $3K in Q3 2017.
257 funds tracked by Wall St. Rank held JBT Marel as of Q4 2017.

Based on Omnia Family Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.