SFM
JBTM

Systematic Financial Management’s JBT Marel JBTM Stock Holding History

Systematic Financial 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
2016
Q3 		– Sell
-5,765
Closed -$352K – 635
2016
Q2 		$352K Sell
5,765
-229
-4% -$13.4K ﹤0.01% 561
2016
Q1 		$338K Buy
5,994
+283
+5% +$13.8K ﹤0.01% 548
2015
Q4 		$284K Sell
5,711
-4,414
-44% -$201K ﹤0.01% 580
2015
Q3 		$387K Buy
10,125
+467
+5% +$16.9K ﹤0.01% 600
2015
Q2 		$363K Buy
9,658
+259
+3% +$9.55K ﹤0.01% 637
2015
Q1 		$335K Sell
9,399
-113
-1% -$3.73K ﹤0.01% 630
2014
Q4 		$312K Sell
9,512
-854
-8% -$26.2K ﹤0.01% 630
2014
Q3 		$291K Sell
10,366
-279
-3% -$8.03K ﹤0.01% 651
2014
Q2 		$329K Buy
10,645
+582
+6% +$17.3K ﹤0.01% 657
2014
Q1 		$310K Buy
10,063
+220
+2% +$6.71K ﹤0.01% 650
2013
Q4 		$288K Buy
9,843
+318
+3% +$8.82K ﹤0.01% 624
2013
Q3 		$236K Buy
+9,525
New +$222K ﹤0.01% 620

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Systematic Financial Management's JBTM Position: Q3 2016 in Review

Systematic Financial Management sold out of JBT Marel (JBTM) in Q3 2016, closing a stake of 5,765 shares — an estimated $352K sold.

Systematic Financial Management first reported a position in JBTM in Q3 2013 and held it in 12 quarters. The position peaked at $387K in Q3 2015. 202 funds tracked by Wall St. Rank hold JBTM as of Q3 2016.

  • Systematic Financial Management reported no remaining JBT Marel position as of Q3 2016 after selling out during the quarter.
  • Systematic Financial Management sold 5,765 JBT Marel shares in Q3 2016, an estimated $352K.
  • Systematic Financial Management first reported a position in JBT Marel in Q3 2013 and held it in 12 quarters.
  • Systematic Financial Management's JBT Marel position peaked at $387K in Q3 2015.
  • 202 funds tracked by Wall St. Rank held JBT Marel as of Q3 2016.

Based on Systematic Financial Management's 13F filing for Q3 2016, filed 14 Nov 2016.