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Ropes Wealth Advisors’s Adtran ADTN Stock Holding History

Ropes Wealth Advisors’s Portfolio ADTN Stock Details ADTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-137
Closed -$3K – 582
2017
Q4 		$3K Hold
137
– – ﹤0.01% 670
2017
Q3 		$3K Buy
+137
New +$3.03K ﹤0.01% 635

Other funds holding ADTN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Adtran (ADTN) in Q1 2018, closing a stake of 137 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in ADTN in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 158 funds tracked by Wall St. Rank hold ADTN as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Adtran position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 137 Adtran shares in Q1 2018, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in Adtran in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Adtran position peaked at $3K in Q4 2017.
  • 158 funds tracked by Wall St. Rank held Adtran as of Q1 2018.

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