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 $865B AUM 30.76% 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 $501B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 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 $194B AUM 35% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return