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Jupiter Investment Management’s W&T Offshore WTI Stock Holding History

Jupiter Investment Management’s Portfolio WTI Stock Details WTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-330,530
Closed -$1.84M – 506
2019
Q4 		$1.84M Sell
330,530
-163,140
-33% -$726K 0.03% 289
2019
Q3 		$2.16M Sell
493,670
-119,541
-19% -$547K 0.03% 303
2019
Q2 		$3.04M Sell
613,211
-2,013,713
-77% -$10.9M 0.03% 214
2019
Q1 		$18.1M Buy
2,626,924
+118,479
+5% +$644K 0.17% 121
2018
Q4 		$10.3M Sell
2,508,445
-271,874
-10% -$1.74M 0.09% 141
2018
Q3 		$26.8M Buy
+2,780,319
New +$20.1M 0.18% 117

Other funds holding WTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Jupiter Investment Management's WTI Position: Q1 2020 in Review

Jupiter Investment Management sold out of W&T Offshore (WTI) in Q1 2020, closing a stake of 330,530 shares — an estimated $1.84M sold.

Jupiter Investment Management first reported a position in WTI in Q3 2018 and held it in 6 quarters. The position peaked at $26.8M in Q3 2018. 118 funds tracked by Wall St. Rank hold WTI as of Q1 2020.

  • Jupiter Investment Management reported no remaining W&T Offshore position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 330,530 W&T Offshore shares in Q1 2020, an estimated $1.84M.
  • Jupiter Investment Management first reported a position in W&T Offshore in Q3 2018 and held it in 6 quarters.
  • Jupiter Investment Management's W&T Offshore position peaked at $26.8M in Q3 2018.
  • 118 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.