Jupiter Investment Management’s Workiva WK Stock Holding History

Jupiter Investment Management’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,108	Closed	-$162K	–	451
2018 Q3	$162K	Hold	4,108	–	–	﹤0.01%	338
2018 Q2	$100K	Sell	4,108 -1,023	-20%	-$25.7K	﹤0.01%	355
2018 Q1	$121K	Hold	5,131	–	–	﹤0.01%	343
2017 Q4	$109K	Hold	5,131	–	–	﹤0.01%	328
2017 Q3	$106K	Buy	+5,131	New	+$102K	﹤0.01%	314

Other funds holding WK

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

WEO

William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Jupiter Investment Management's WK Position: Q4 2018 in Review

Jupiter Investment Management sold out of Workiva (WK) in Q4 2018, closing a stake of 4,108 shares — an estimated $162K sold.

Jupiter Investment Management first reported a position in WK in Q3 2017 and held it in 5 quarters. The position peaked at $162K in Q3 2018. 140 funds tracked by Wall St. Rank hold WK as of Q4 2018.

Jupiter Investment Management reported no remaining Workiva position as of Q4 2018 after selling out during the quarter.
Jupiter Investment Management sold 4,108 Workiva shares in Q4 2018, an estimated $162K.
Jupiter Investment Management first reported a position in Workiva in Q3 2017 and held it in 5 quarters.
Jupiter Investment Management's Workiva position peaked at $162K in Q3 2018.
140 funds tracked by Wall St. Rank held Workiva as of Q4 2018.

Based on Jupiter Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.