Summit Trail Advisors’s JBT Marel JBTM Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-65	Closed	-$7K	–	1719
2017 Q4	$7K	Buy	+65	New	+$7.1K	﹤0.01%	1334

Other funds holding JBTM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Trail Advisors's JBTM Position: Q1 2018 in Review

Summit Trail Advisors sold out of JBT Marel (JBTM) in Q1 2018, closing a stake of 65 shares — an estimated $7K sold.

Summit Trail Advisors first reported a position in JBTM in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 251 funds tracked by Wall St. Rank hold JBTM as of Q1 2018.

Summit Trail Advisors reported no remaining JBT Marel position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 65 JBT Marel shares in Q1 2018, an estimated $7K.
Summit Trail Advisors first reported a position in JBT Marel in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's JBT Marel position peaked at $7K in Q4 2017.
251 funds tracked by Wall St. Rank held JBT Marel as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.