WIL
JBTM

Winifred I. Li’s JBT Marel JBTM Stock Holding History

Winifred I. Li’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
Q4 		$53K Hold
1,610
– – 0.05% 275
2014
Q3 		$45K Sell
1,610
-70
-4% -$2.01K 0.04% 300
2014
Q2 		$52K Hold
1,680
– – 0.04% 291
2014
Q1 		$52K Sell
1,680
-350
-17% -$10.7K 0.05% 282
2013
Q4 		$60K Hold
2,030
– – 0.05% 261
2013
Q3 		$51K Hold
2,030
– – 0.05% 270
2013
Q2 		$43K Buy
+2,030
New +$42.6K 0.04% 288

Other funds holding JBTM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $74.3B AUM 24.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Winifred I. Li's JBTM Position: Q4 2014 in Review

Winifred I. Li held its JBT Marel (JBTM) position steady in Q4 2014 at 1,610 shares worth $53K. The position accounts for 0.05% of the portfolio, ranked #275.

Winifred I. Li first reported a position in JBTM in Q2 2013 and has held it in 7 quarters since. The position peaked at $60K in Q4 2013. 162 funds tracked by Wall St. Rank hold JBTM as of Q4 2014.

  • Winifred I. Li held 1,610 shares of JBT Marel worth $53K as of Q4 2014.
  • Winifred I. Li left its JBT Marel share count unchanged in Q4 2014.
  • JBT Marel made up 0.05% of Winifred I. Li's portfolio in Q4 2014, its #275 holding.
  • Winifred I. Li first reported a position in JBT Marel in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's JBT Marel position peaked at $60K in Q4 2013.
  • 162 funds tracked by Wall St. Rank held JBT Marel as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.