Ropes Wealth Advisors’s Agree Realty ADC Stock Holding History

Ropes Wealth Advisors’s Portfolio ADC Stock Details ADC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-22	Closed	-$1K	–	580
2017 Q4	$1K	Buy	+22	New	+$1.09K	﹤0.01%	751

Other funds holding ADC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Agree Realty (ADC) in Q1 2018, closing a stake of 22 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in ADC in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 225 funds tracked by Wall St. Rank hold ADC as of Q1 2018.

Ropes Wealth Advisors reported no remaining Agree Realty position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 22 Agree Realty shares in Q1 2018, an estimated $1K.
Ropes Wealth Advisors first reported a position in Agree Realty in Q4 2017 and held it in 1 quarter.
Ropes Wealth Advisors's Agree Realty position peaked at $1K in Q4 2017.
225 funds tracked by Wall St. Rank held Agree Realty as of Q1 2018.

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