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Jupiter Investment Management’s Pathward Financial CASH Stock Holding History

Jupiter Investment Management’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-29,295
Closed -$864K – 414
2017
Q1 		$864K Buy
29,295
+14,235
+95% +$440K 0.01% 244
2016
Q4 		$516K Buy
+15,060
New +$421K 0.01% 259

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

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

Jupiter Investment Management sold out of Pathward Financial (CASH) in Q2 2017, closing a stake of 29,295 shares — an estimated $864K sold.

Jupiter Investment Management first reported a position in CASH in Q4 2016 and held it in 2 quarters. The position peaked at $864K in Q1 2017. 152 funds tracked by Wall St. Rank hold CASH as of Q2 2017.

  • Jupiter Investment Management reported no remaining Pathward Financial position as of Q2 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 29,295 Pathward Financial shares in Q2 2017, an estimated $864K.
  • Jupiter Investment Management first reported a position in Pathward Financial in Q4 2016 and held it in 2 quarters.
  • Jupiter Investment Management's Pathward Financial position peaked at $864K in Q1 2017.
  • 152 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2017.

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