OPWM
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Oak Point Wealth Management’s Roper Technologies ROP Stock Holding History

Oak Point 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
Q1 		$14K Hold
50
– – 0.01% 139
2017
Q4 		$13K Buy
+50
New +$12.8K 0.01% 141

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 $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
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

Oak Point Wealth Management's ROP Position: Q1 2018 in Review

Oak Point Wealth Management held its Roper Technologies (ROP) position steady in Q1 2018 at 50 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #139.

Oak Point Wealth Management first reported a position in ROP in Q4 2017 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold ROP as of Q1 2018.

  • Oak Point Wealth Management held 50 shares of Roper Technologies worth $14K as of Q1 2018.
  • Oak Point Wealth Management left its Roper Technologies share count unchanged in Q1 2018.
  • Roper Technologies made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #139 holding.
  • Oak Point Wealth Management first reported a position in Roper Technologies in Q4 2017 and has held it in 2 quarters since.
  • 687 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.