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Ropes Wealth Advisors’s Asbury Automotive ABG Stock Holding History

Ropes Wealth Advisors’s Portfolio ABG Stock Details ABG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-165
Closed -$11K – 578
2017
Q4 		$11K Hold
165
– – ﹤0.01% 517
2017
Q3 		$10K Buy
+165
New +$9.12K ﹤0.01% 510

Other funds holding ABG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ropes Wealth Advisors's ABG Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Asbury Automotive (ABG) in Q1 2018, closing a stake of 165 shares — an estimated $11K sold.

Ropes Wealth Advisors first reported a position in ABG in Q3 2017 and held it in 2 quarters. The position peaked at $11K in Q4 2017. 177 funds tracked by Wall St. Rank hold ABG as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Asbury Automotive position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 165 Asbury Automotive shares in Q1 2018, an estimated $11K.
  • Ropes Wealth Advisors first reported a position in Asbury Automotive in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Asbury Automotive position peaked at $11K in Q4 2017.
  • 177 funds tracked by Wall St. Rank held Asbury Automotive as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.