TWMP
JBTM

Taylor Wealth Management Partners’s JBT Marel JBTM Stock Holding History

Taylor Wealth Management Partners’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
Q3 		– Sell
-201,678
Closed -$7.58M – 185
2015
Q2 		$7.58M Sell
201,678
-482
-0.2% -$17.8K 2.42% 17
2015
Q1 		$7.22M Buy
+202,160
New +$6.68M 2.27% 22

Other funds holding JBTM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Taylor Wealth Management Partners's JBTM Position: Q3 2015 in Review

Taylor Wealth Management Partners sold out of JBT Marel (JBTM) in Q3 2015, closing a stake of 201,678 shares — an estimated $7.58M sold.

Taylor Wealth Management Partners first reported a position in JBTM in Q1 2015 and held it in 2 quarters. The position peaked at $7.58M in Q2 2015. 180 funds tracked by Wall St. Rank hold JBTM as of Q3 2015.

  • Taylor Wealth Management Partners reported no remaining JBT Marel position as of Q3 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 201,678 JBT Marel shares in Q3 2015, an estimated $7.58M.
  • Taylor Wealth Management Partners first reported a position in JBT Marel in Q1 2015 and held it in 2 quarters.
  • Taylor Wealth Management Partners's JBT Marel position peaked at $7.58M in Q2 2015.
  • 180 funds tracked by Wall St. Rank held JBT Marel as of Q3 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2015, filed 6 Nov 2015.