VFA
JBTM

Virtus Fund Advisers’s JBT Marel JBTM Stock Holding History

Virtus Fund Advisers’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
2014
Q3 		– Sell
-2,486
Closed -$77K – 1979
2014
Q2 		$77K Buy
+2,486
New +$73.9K ﹤0.01% 1579

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
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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Virtus Fund Advisers's JBTM Position: Q3 2014 in Review

Virtus Fund Advisers sold out of JBT Marel (JBTM) in Q3 2014, closing a stake of 2,486 shares — an estimated $77K sold.

Virtus Fund Advisers first reported a position in JBTM in Q2 2014 and held it in 1 quarter. The position peaked at $77K in Q2 2014. 154 funds tracked by Wall St. Rank hold JBTM as of Q3 2014.

  • Virtus Fund Advisers reported no remaining JBT Marel position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 2,486 JBT Marel shares in Q3 2014, an estimated $77K.
  • Virtus Fund Advisers first reported a position in JBT Marel in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's JBT Marel position peaked at $77K in Q2 2014.
  • 154 funds tracked by Wall St. Rank held JBT Marel as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.