OCG
JBTM

Opus Capital Group’s JBT Marel JBTM Stock Holding History

Opus Capital Group’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
2014
Q1 		– Sell
-132,964
Closed -$3.9M – 216
2013
Q4 		$3.9M Buy
132,964
+62,050
+88% +$1.72M 0.22% 76
2013
Q3 		$1.76M Buy
+70,914
New +$1.65M 0.1% 89

Other funds holding JBTM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Opus Capital Group's JBTM Position: Q1 2014 in Review

Opus Capital Group sold out of JBT Marel (JBTM) in Q1 2014, closing a stake of 132,964 shares — an estimated $3.9M sold.

Opus Capital Group first reported a position in JBTM in Q3 2013 and held it in 2 quarters. The position peaked at $3.9M in Q4 2013. 147 funds tracked by Wall St. Rank hold JBTM as of Q1 2014.

  • Opus Capital Group reported no remaining JBT Marel position as of Q1 2014 after selling out during the quarter.
  • Opus Capital Group sold 132,964 JBT Marel shares in Q1 2014, an estimated $3.9M.
  • Opus Capital Group first reported a position in JBT Marel in Q3 2013 and held it in 2 quarters.
  • Opus Capital Group's JBT Marel position peaked at $3.9M in Q4 2013.
  • 147 funds tracked by Wall St. Rank held JBT Marel as of Q1 2014.

Based on Opus Capital Group's 13F filing for Q1 2014, filed 30 Apr 2014.