JIM
RWT

Jupiter Investment Management’s Redwood Trust RWT Stock Holding History

Jupiter Investment Management’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-127,809
Closed -$1.89M – 433
2017
Q4 		$1.89M Buy
127,809
+126,826
+12,902% +$1.97M 0.02% 228
2017
Q3 		$16K Buy
+983
New +$16.5K ﹤0.01% 332
2017
Q2 		– Sell
-3,533
Closed -$58K – 469
2017
Q1 		$58K Buy
3,533
+2,630
+291% +$42.4K ﹤0.01% 360
2016
Q4 		$13K Buy
+903
New +$13.3K ﹤0.01% 345

Other funds holding RWT

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jupiter Investment Management's RWT Position: Q1 2018 in Review

Jupiter Investment Management sold out of Redwood Trust (RWT) in Q1 2018, closing a stake of 127,809 shares — an estimated $1.89M sold.

Jupiter Investment Management first reported a position in RWT in Q4 2016 and held it in 4 quarters. The position peaked at $1.89M in Q4 2017. 143 funds tracked by Wall St. Rank hold RWT as of Q1 2018.

  • Jupiter Investment Management reported no remaining Redwood Trust position as of Q1 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 127,809 Redwood Trust shares in Q1 2018, an estimated $1.89M.
  • Jupiter Investment Management first reported a position in Redwood Trust in Q4 2016 and held it in 4 quarters.
  • Jupiter Investment Management's Redwood Trust position peaked at $1.89M in Q4 2017.
  • 143 funds tracked by Wall St. Rank held Redwood Trust as of Q1 2018.

Based on Jupiter Investment Management's 13F filing for Q1 2018, filed 14 May 2018.