Ropes Wealth Advisors
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Ropes Wealth Advisors’s iShares Asia 50 ETF AIA Stock Holding History

Ropes Wealth Advisors’s Portfolio AIA Stock Details AIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-12,055
Closed -$510K – 454
2015
Q4 		$510K Buy
+12,055
New +$537K 0.22% 77

Other funds holding AIA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Texas Yale Capital Corp
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1GA
1st Global Advisors Dallas, Texas $869M AUM 16.29% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Ropes Wealth Advisors's AIA Position: Q1 2016 in Review

Ropes Wealth Advisors sold out of iShares Asia 50 ETF (AIA) in Q1 2016, closing a stake of 12,055 shares — an estimated $510K sold.

Ropes Wealth Advisors first reported a position in AIA in Q4 2015 and held it in 1 quarter. The position peaked at $510K in Q4 2015. 25 funds tracked by Wall St. Rank hold AIA as of Q1 2016.

  • Ropes Wealth Advisors reported no remaining iShares Asia 50 ETF position as of Q1 2016 after selling out during the quarter.
  • Ropes Wealth Advisors sold 12,055 iShares Asia 50 ETF shares in Q1 2016, an estimated $510K.
  • Ropes Wealth Advisors first reported a position in iShares Asia 50 ETF in Q4 2015 and held it in 1 quarter.
  • Ropes Wealth Advisors's iShares Asia 50 ETF position peaked at $510K in Q4 2015.
  • 25 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q1 2016.

Based on Ropes Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.