FFW
ROP icon

Fusion Family Wealth’s Roper Technologies ROP Stock Holding History

Fusion Family Wealth’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
2019
Q1 		– Sell
-25
Closed -$7K – 225
2018
Q4 		$7K Hold
25
– – ﹤0.01% 195
2018
Q3 		$7K Hold
25
– – ﹤0.01% 204
2018
Q2 		$7K Buy
+25
New +$6.9K ﹤0.01% 222

Other funds holding ROP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fusion Family Wealth's ROP Position: Q1 2019 in Review

Fusion Family Wealth sold out of Roper Technologies (ROP) in Q1 2019, closing a stake of 25 shares — an estimated $7K sold.

Fusion Family Wealth first reported a position in ROP in Q2 2018 and held it in 3 quarters. The position peaked at $7K in Q4 2018. 757 funds tracked by Wall St. Rank hold ROP as of Q1 2019.

  • Fusion Family Wealth reported no remaining Roper Technologies position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 25 Roper Technologies shares in Q1 2019, an estimated $7K.
  • Fusion Family Wealth first reported a position in Roper Technologies in Q2 2018 and held it in 3 quarters.
  • Fusion Family Wealth's Roper Technologies position peaked at $7K in Q4 2018.
  • 757 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.