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Jupiter Investment Management’s Middlesex Water MSEX Stock Holding History

Jupiter Investment Management’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-9,048
Closed -$334K – 454
2017
Q1 		$334K Buy
+9,048
New +$338K ﹤0.01% 317
2016
Q4 		– Sell
-6,058
Closed -$213K – 414
2016
Q3 		$213K Buy
+6,058
New +$229K ﹤0.01% 313

Other funds holding MSEX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

Jupiter Investment Management sold out of Middlesex Water (MSEX) in Q2 2017, closing a stake of 9,048 shares — an estimated $334K sold.

Jupiter Investment Management first reported a position in MSEX in Q3 2016 and held it in 2 quarters. The position peaked at $334K in Q1 2017. 122 funds tracked by Wall St. Rank hold MSEX as of Q2 2017.

  • Jupiter Investment Management reported no remaining Middlesex Water position as of Q2 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 9,048 Middlesex Water shares in Q2 2017, an estimated $334K.
  • Jupiter Investment Management first reported a position in Middlesex Water in Q3 2016 and held it in 2 quarters.
  • Jupiter Investment Management's Middlesex Water position peaked at $334K in Q1 2017.
  • 122 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2017.

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