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Avantax Planning Partners’s Roper Technologies ROP Stock Holding History

Avantax Planning Partners’s Portfolio ROP Stock Details ROP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-214
Closed -$63K – 999
2018
Q3 		$63K Buy
+214
New +$63.1K 0.01% 436
2018
Q2 		– Sell
-213
Closed -$59K – 1213
2018
Q1 		$59K Buy
+213
New +$58.8K 0.01% 501

Other funds holding ROP

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's ROP Position: Q4 2018 in Review

Avantax Planning Partners sold out of Roper Technologies (ROP) in Q4 2018, closing a stake of 214 shares — an estimated $63K sold.

Avantax Planning Partners first reported a position in ROP in Q1 2018 and held it in 2 quarters. The position peaked at $63K in Q3 2018. 759 funds tracked by Wall St. Rank hold ROP as of Q4 2018.

  • Avantax Planning Partners reported no remaining Roper Technologies position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 214 Roper Technologies shares in Q4 2018, an estimated $63K.
  • Avantax Planning Partners first reported a position in Roper Technologies in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Roper Technologies position peaked at $63K in Q3 2018.
  • 759 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.