EWM
TROW icon

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

Elite 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
2014
Q1 		– Sell
-122
Closed -$10K – 645
2013
Q4 		$10K Buy
+122
New +$9.55K 0.01% 364

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Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Elite Wealth Management's TROW Position: Q1 2014 in Review

Elite Wealth Management sold out of T. Rowe Price (TROW) in Q1 2014, closing a stake of 122 shares — an estimated $10K sold.

Elite Wealth Management first reported a position in TROW in Q4 2013 and held it in 1 quarter. The position peaked at $10K in Q4 2013. 692 funds tracked by Wall St. Rank hold TROW as of Q1 2014.

  • Elite Wealth Management reported no remaining T. Rowe Price position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 122 T. Rowe Price shares in Q1 2014, an estimated $10K.
  • Elite Wealth Management first reported a position in T. Rowe Price in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's T. Rowe Price position peaked at $10K in Q4 2013.
  • 692 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.