JIM
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Jupiter Investment Management’s PTC PTC Stock Holding History

Jupiter Investment Management’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-63,973
Closed -$5.9M – 408
2019
Q1 		$5.9M Buy
+63,973
New +$5.66M 0.05% 172
2014
Q4 		– Sell
-4,113
Closed -$151K – 394
2014
Q3 		$151K Buy
+4,113
New +$157K 0.01% 292

Other funds holding PTC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Jupiter Investment Management's PTC Position: Q2 2019 in Review

Jupiter Investment Management sold out of PTC (PTC) in Q2 2019, closing a stake of 63,973 shares — an estimated $5.9M sold.

Jupiter Investment Management first reported a position in PTC in Q3 2014 and held it in 2 quarters. The position peaked at $5.9M in Q1 2019. 392 funds tracked by Wall St. Rank hold PTC as of Q2 2019.

  • Jupiter Investment Management reported no remaining PTC position as of Q2 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 63,973 PTC shares in Q2 2019, an estimated $5.9M.
  • Jupiter Investment Management first reported a position in PTC in Q3 2014 and held it in 2 quarters.
  • Jupiter Investment Management's PTC position peaked at $5.9M in Q1 2019.
  • 392 funds tracked by Wall St. Rank held PTC as of Q2 2019.

Based on Jupiter Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.