RAFFA WEALTH MANAGEMENT, LLC’s JBT Marel JBTM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2017 Q3	–	Sell	-9	Closed	-$882	–	403
2017 Q2	$882	Hold	9	–	–	﹤0.01%	365
2017 Q1	$792	Buy	+9	New	+$780	﹤0.01%	349

Other funds holding JBTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EAM

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's JBTM Position: Q3 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of JBT Marel (JBTM) in Q3 2017, closing a stake of 9 shares — an estimated $882 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in JBTM in Q1 2017 and held it in 2 quarters. The position peaked at $882 in Q2 2017. 234 funds tracked by Wall St. Rank hold JBTM as of Q3 2017.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining JBT Marel position as of Q3 2017 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 9 JBT Marel shares in Q3 2017, an estimated $882.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in JBT Marel in Q1 2017 and held it in 2 quarters.
RAFFA WEALTH MANAGEMENT, LLC's JBT Marel position peaked at $882 in Q2 2017.
234 funds tracked by Wall St. Rank held JBT Marel as of Q3 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2017, filed 27 Jul 2026.