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Litman Gregory Wealth Management’s Roper Technologies ROP Stock Holding History

Litman Gregory Wealth Management’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
Q2 		– Sell
-375
Closed -$105K – 156
2018
Q1 		$105K Buy
+375
New +$103K 0.04% 50

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Litman Gregory Wealth Management's ROP Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of Roper Technologies (ROP) in Q2 2018, closing a stake of 375 shares — an estimated $105K sold.

Litman Gregory Wealth Management first reported a position in ROP in Q1 2018 and held it in 1 quarter. The position peaked at $105K in Q1 2018. 709 funds tracked by Wall St. Rank hold ROP as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining Roper Technologies position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 375 Roper Technologies shares in Q2 2018, an estimated $105K.
  • Litman Gregory Wealth Management first reported a position in Roper Technologies in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Roper Technologies position peaked at $105K in Q1 2018.
  • 709 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.