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Integrated Wealth Management (Palm Desert)’s Roper Technologies ROP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q1 		– Sell
-39
Closed -$7K – 1305
2015
Q4 		$7K Hold
39
– – ﹤0.01% 871
2015
Q3 		$6K Buy
+39
New +$6.45K ﹤0.01% 898

Other funds holding ROP

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ROP Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Roper Technologies (ROP) in Q1 2016, closing a stake of 39 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ROP in Q3 2015 and held it in 2 quarters. The position peaked at $7K in Q4 2015. 539 funds tracked by Wall St. Rank hold ROP as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Roper Technologies position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 39 Roper Technologies shares in Q1 2016, an estimated $7K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Roper Technologies in Q3 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Roper Technologies position peaked at $7K in Q4 2015.
  • 539 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.