SIM
JBTM

Sonora Investment Management’s JBT Marel JBTM Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-167
Closed -$6K – 1179
2015
Q3 		$6K Buy
+167
New +$6.06K ﹤0.01% 671

Other funds holding JBTM

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Sonora Investment Management's JBTM Position: Q4 2015 in Review

Sonora Investment Management sold out of JBT Marel (JBTM) in Q4 2015, closing a stake of 167 shares — an estimated $6K sold.

Sonora Investment Management first reported a position in JBTM in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 191 funds tracked by Wall St. Rank hold JBTM as of Q4 2015.

  • Sonora Investment Management reported no remaining JBT Marel position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 167 JBT Marel shares in Q4 2015, an estimated $6K.
  • Sonora Investment Management first reported a position in JBT Marel in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's JBT Marel position peaked at $6K in Q3 2015.
  • 191 funds tracked by Wall St. Rank held JBT Marel as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.