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Jupiter Investment Management’s Adtran ADTN Stock Holding History

Jupiter Investment Management’s Portfolio ADTN Stock Details ADTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-17,917
Closed -$371K – 404
2017
Q1 		$371K Buy
+17,917
New +$389K 0.01% 314
2016
Q3 		– Sell
-26,270
Closed -$489K – 363
2016
Q2 		$489K Sell
26,270
-27,712
-51% -$528K 0.01% 342
2016
Q1 		$1.09M Buy
+53,982
New +$998K 0.02% 298

Other funds holding ADTN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Jupiter Investment Management's ADTN Position: Q2 2017 in Review

Jupiter Investment Management sold out of Adtran (ADTN) in Q2 2017, closing a stake of 17,917 shares — an estimated $371K sold.

Jupiter Investment Management first reported a position in ADTN in Q1 2016 and held it in 3 quarters. The position peaked at $1.09M in Q1 2016. 155 funds tracked by Wall St. Rank hold ADTN as of Q2 2017.

  • Jupiter Investment Management reported no remaining Adtran position as of Q2 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 17,917 Adtran shares in Q2 2017, an estimated $371K.
  • Jupiter Investment Management first reported a position in Adtran in Q1 2016 and held it in 3 quarters.
  • Jupiter Investment Management's Adtran position peaked at $1.09M in Q1 2016.
  • 155 funds tracked by Wall St. Rank held Adtran as of Q2 2017.

Based on Jupiter Investment Management's 13F filing for Q2 2017, filed 10 Aug 2017.