Ropes Wealth Advisors LLC Closed Holding Positions

Ropes Wealth Advisors LLC

  • $512 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
GVI
Ishares Tr

ETFs
Q1 2018 Filed on Apr 30, 2018
200
$107.67 - $109.65 $21.5K - $21.9K
HDV
Ishares Core High Dividend ETF

ETFs
Q1 2018 Filed on Apr 30, 2018
1,000
$82.24 - $94.2 $82.2K - $94.2K
Lasalle Hotel Pptys
Q1 2018 Filed on Apr 30, 2018
56
N/A
LENB
Lennar Corporation Cl B
Q1 2018 Filed on Apr 30, 2018
6
N/A
LECO
Lincoln Electric Holdings Inc

Industrials
Q1 2018 Filed on Apr 30, 2018
15
$86.32 - $100.13 $1.29K - $1.5K
MPW
Medical Properties Trust Inc

Real Estate
Q1 2018 Filed on Apr 30, 2018
307
$11.88 - $13.83 $3.65K - $4.25K
Oaktree Cap Group LLC
Q1 2018 Filed on Apr 30, 2018
50
N/A
PNM
Pnm Resources Inc

Utilities
Q1 2018 Filed on Apr 30, 2018
32
$33.8 - $39.95 $1.08K - $1.28K
Powershares ETF Trust
Q1 2018 Filed on Apr 30, 2018
1,525
N/A
Powershares ETF Trust Ii
Q1 2018 Filed on Apr 30, 2018
250
N/A
SNBR
Sleep Number Corp

Consumer Cyclical
Q1 2018 Filed on Apr 30, 2018
296
$33.68 - $40.19 $9.97K - $11.9K
BWX
Spdr Bloomberg International T

ETFs
Q1 2018 Filed on Apr 30, 2018
822
N/A
Vectren Corp
Q1 2018 Filed on Apr 30, 2018
32
N/A
WASH
Washington Trust Bancorp Inc

Financial Services
Q1 2018 Filed on Apr 30, 2018
34
$51.85 - $56.55 $1.76K - $1.92K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2018 Filed on Apr 30, 2018
452
N/A
Alps ETF Tr
Q4 2017 Filed on Feb 13, 2018
2,953
N/A
BNS
Bank Of Nova Scotia

Financial Services
Q4 2017 Filed on Feb 13, 2018
315
$63.25 - $66.28 $19.9K - $20.9K
Bard C R Inc
Q4 2017 Filed on Feb 13, 2018
2,233
N/A
BRKL
Brookline Bancorp Inc

Financial Services
Q4 2017 Filed on Feb 13, 2018
1,668
$14.5 - $16.35 $24.2K - $27.3K
Coach Inc
Q4 2017 Filed on Feb 13, 2018
17,248
N/A
Consol Energy Inc
Q4 2017 Filed on Feb 13, 2018
367
N/A
AORT
Artivion, Inc.

Healthcare
Q4 2017 Filed on Feb 13, 2018
543
$18.65 - $23.85 $10.1K - $13K
Dr Pepper Snapple Group Inc
Q4 2017 Filed on Feb 13, 2018
27
N/A
JBHT
Hunt J B Transport Services Inc

Industrials
Q4 2017 Filed on Feb 13, 2018
730
$101.44 - $115.47 $74.1K - $84.3K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
Q4 2017 Filed on Feb 13, 2018
3,881
$14.59 - $19.05 $56.6K - $73.9K
Kkr & CO L P Del
Q4 2017 Filed on Feb 13, 2018
658
N/A
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q4 2017 Filed on Feb 13, 2018
181
$63.85 - $73.4 $11.6K - $13.3K
MIDD
Middleby Corp

Industrials
Q4 2017 Filed on Feb 13, 2018
400
$108.72 - $134.95 $43.5K - $54K
MKSI
Mks Instruments Inc

Technology
Q4 2017 Filed on Feb 13, 2018
275
$89.5 - $108.65 $24.6K - $29.9K
MUR
Murphy Oil Corp

Energy
Q4 2017 Filed on Feb 13, 2018
5
$25.02 - $31.98 $125 - $160
MUSA
Murphy Usa Inc.

Consumer Cyclical
Q4 2017 Filed on Feb 13, 2018
1
$69.11 - $81.0 $69.1 - $81
NWL
Newell Brands Inc.

Consumer Defensive
Q4 2017 Filed on Feb 13, 2018
1,920
$27.97 - $43.9 $53.7K - $84.3K
Noble Corp PLC
Q4 2017 Filed on Feb 13, 2018
10
N/A
OII
Oceaneering International Inc

Energy
Q4 2017 Filed on Feb 13, 2018
10
$18.28 - $25.84 $183 - $258
OHI
Omega Healthcare Investors Inc

Real Estate
Q4 2017 Filed on Feb 13, 2018
480
$26.78 - $32.2 $12.9K - $15.5K
RRC
Range Resources Corp

Energy
Q4 2017 Filed on Feb 13, 2018
255
$15.63 - $20.58 $3.99K - $5.25K
RWT
Redwood Trust Inc

Real Estate
Q4 2017 Filed on Feb 13, 2018
4,000
$14.48 - $16.75 $57.9K - $67K
Select Comfort Corp
Q4 2017 Filed on Feb 13, 2018
296
N/A
RWO
Spdr Dow Jones Global Real Est

ETFs
Q4 2017 Filed on Feb 13, 2018
146
N/A
SUN
Sunoco LP

Energy
Q4 2017 Filed on Feb 13, 2018
195
$28.04 - $32.38 $5.47K - $6.31K
Tandem Diabetes Care Inc
Q4 2017 Filed on Feb 13, 2018
2,984
N/A
Tortoise Energy Infra Corp
Q4 2017 Filed on Feb 13, 2018
810
N/A
Weatherford Intl PLC
Q4 2017 Filed on Feb 13, 2018
4,000
N/A
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