JIM
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Jupiter Investment Management’s Quad QUAD Stock Holding History

Jupiter Investment Management’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-14,072
Closed -$318K – 423
2017
Q3 		$318K Sell
14,072
-22,045
-61% -$456K ﹤0.01% 290
2017
Q2 		$827K Buy
36,117
+13,399
+59% +$319K 0.01% 269
2017
Q1 		$573K Sell
22,718
-7,583
-25% -$194K 0.01% 272
2016
Q4 		$814K Buy
30,301
+22,131
+271% +$573K 0.01% 226
2016
Q3 		$218K Buy
+8,170
New +$217K ﹤0.01% 311

Other funds holding QUAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Jupiter Investment Management's QUAD Position: Q4 2017 in Review

Jupiter Investment Management sold out of Quad (QUAD) in Q4 2017, closing a stake of 14,072 shares — an estimated $318K sold.

Jupiter Investment Management first reported a position in QUAD in Q3 2016 and held it in 5 quarters. The position peaked at $827K in Q2 2017. 156 funds tracked by Wall St. Rank hold QUAD as of Q4 2017.

  • Jupiter Investment Management reported no remaining Quad position as of Q4 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 14,072 Quad shares in Q4 2017, an estimated $318K.
  • Jupiter Investment Management first reported a position in Quad in Q3 2016 and held it in 5 quarters.
  • Jupiter Investment Management's Quad position peaked at $827K in Q2 2017.
  • 156 funds tracked by Wall St. Rank held Quad as of Q4 2017.

Based on Jupiter Investment Management's 13F filing for Q4 2017, filed 8 Feb 2018.