SIAS
JBTM

Shine Investment Advisory Services’s JBT Marel JBTM Stock Holding History

Shine Investment Advisory 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
2019
Q2 		– Sell
-199
Closed -$18K – 723
2019
Q1 		$18K Sell
199
-19
-9% -$1.6K 0.01% 479
2018
Q4 		$16K Buy
218
+42
+24% +$3.72K 0.01% 465
2018
Q3 		$21K Sell
176
-27
-13% -$2.94K 0.01% 442
2018
Q2 		$18K Buy
203
+28
+16% +$2.73K 0.01% 470
2018
Q1 		$20K Hold
175
– – 0.01% 461
2017
Q4 		$19K Buy
175
+50
+40% +$5.46K 0.01% 470
2017
Q3 		$13K Hold
125
– – 0.01% 502
2017
Q2 		$12K Buy
+125
New +$11.1K 0.01% 496

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Shine Investment Advisory Services's JBTM Position: Q2 2019 in Review

Shine Investment Advisory Services sold out of JBT Marel (JBTM) in Q2 2019, closing a stake of 199 shares — an estimated $18K sold.

Shine Investment Advisory Services first reported a position in JBTM in Q2 2017 and held it in 8 quarters. The position peaked at $21K in Q3 2018. 260 funds tracked by Wall St. Rank hold JBTM as of Q2 2019.

  • Shine Investment Advisory Services reported no remaining JBT Marel position as of Q2 2019 after selling out during the quarter.
  • Shine Investment Advisory Services sold 199 JBT Marel shares in Q2 2019, an estimated $18K.
  • Shine Investment Advisory Services first reported a position in JBT Marel in Q2 2017 and held it in 8 quarters.
  • Shine Investment Advisory Services's JBT Marel position peaked at $21K in Q3 2018.
  • 260 funds tracked by Wall St. Rank held JBT Marel as of Q2 2019.

Based on Shine Investment Advisory Services's 13F filing for Q2 2019, filed 25 Jul 2019.