AWM
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AllSquare Wealth Management’s T. Rowe Price TROW Stock Holding History

AllSquare Wealth Management’s Portfolio TROW Stock Details TROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-208
Closed -$18K – 331
2014
Q4 		$18K Buy
+208
New +$17K 0.02% 183

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AllSquare Wealth Management's TROW Position: Q1 2015 in Review

AllSquare Wealth Management sold out of T. Rowe Price (TROW) in Q1 2015, closing a stake of 208 shares — an estimated $18K sold.

AllSquare Wealth Management first reported a position in TROW in Q4 2014 and held it in 1 quarter. The position peaked at $18K in Q4 2014. 730 funds tracked by Wall St. Rank hold TROW as of Q1 2015.

  • AllSquare Wealth Management reported no remaining T. Rowe Price position as of Q1 2015 after selling out during the quarter.
  • AllSquare Wealth Management sold 208 T. Rowe Price shares in Q1 2015, an estimated $18K.
  • AllSquare Wealth Management first reported a position in T. Rowe Price in Q4 2014 and held it in 1 quarter.
  • AllSquare Wealth Management's T. Rowe Price position peaked at $18K in Q4 2014.
  • 730 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2015.

Based on AllSquare Wealth Management's 13F filing for Q1 2015, filed 4 May 2015.