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 – 724
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

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Vanguard Group
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ACH
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $33.1B AUM 11.16% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return