RIA
JBTM

Regal Investment Advisors’s JBT Marel JBTM Stock Holding History

Regal Investment Advisors’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
Q3 		– Sell
-172
Closed -$5K – 986
2014
Q2 		$5K Hold
172
– – ﹤0.01% 776
2014
Q1 		$5K Buy
+172
New +$5.24K ﹤0.01% 751

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
RA
Royce & Associates New York $12.4B AUM 64.17% 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
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
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Regal Investment Advisors's JBTM Position: Q3 2014 in Review

Regal Investment Advisors sold out of JBT Marel (JBTM) in Q3 2014, closing a stake of 172 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in JBTM in Q1 2014 and held it in 2 quarters. The position peaked at $5K in Q2 2014. 154 funds tracked by Wall St. Rank hold JBTM as of Q3 2014.

  • Regal Investment Advisors reported no remaining JBT Marel position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 172 JBT Marel shares in Q3 2014, an estimated $5K.
  • Regal Investment Advisors first reported a position in JBT Marel in Q1 2014 and held it in 2 quarters.
  • Regal Investment Advisors's JBT Marel position peaked at $5K in Q2 2014.
  • 154 funds tracked by Wall St. Rank held JBT Marel as of Q3 2014.

Based on Regal Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.