Westfield Capital Management

Westfield Capital Management’s JBT Marel JBTM Stock Holding History

Westfield Capital 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
2018 Q2	–	Sell	-452,991	Closed	-$51.4M	–	272
2018 Q1	$51.4M	Sell	452,991 -60,510	-12%	-$6.92M	0.4%	91
2017 Q4	$56.9M	Sell	513,501 -2,897	-0.6%	-$316K	0.43%	88
2017 Q3	$52.2M	Sell	516,398 -13,565	-3%	-$1.25M	0.4%	94
2017 Q2	$51.9M	Buy	529,963 +17,161	+3%	+$1.52M	0.44%	84
2017 Q1	$45.1M	Sell	512,802 -96,573	-16%	-$8.37M	0.39%	90
2016 Q4	$52.4M	Sell	609,375 -6,070	-1%	-$495K	0.46%	83
2016 Q3	$43.4M	Sell	615,445 -13,520	-2%	-$904K	0.35%	97
2016 Q2	$38.5M	Buy	628,965 +117,895	+23%	+$6.88M	0.32%	110
2016 Q1	$28.8M	Buy	511,070 +308,679	+153%	+$15M	0.22%	142
2015 Q4	$10.1M	Buy	+202,391	New	+$9.19M	0.07%	201
2014 Q3	–	Sell	-18,800	Closed	-$583K	–	327
2014 Q2	$583K	Hold	18,800	–	–	﹤0.01%	284
2014 Q1	$581K	Hold	18,800	–	–	﹤0.01%	298
2013 Q4	$551K	Hold	18,800	–	–	﹤0.01%	294
2013 Q3	$468K	Hold	18,800	–	–	﹤0.01%	310
2013 Q2	$395K	Buy	+18,800	New	+$394K	﹤0.01%	318

Other funds holding JBTM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return