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Ropes Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History

Ropes Wealth Advisors’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-14
Closed -$1K – 586
2017
Q4 		$1K Buy
+14
New +$891 ﹤0.01% 752

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State Street
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Norges Bank
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Ropes Wealth Advisors's AIT Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Applied Industrial Technologies (AIT) in Q1 2018, closing a stake of 14 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in AIT in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 253 funds tracked by Wall St. Rank hold AIT as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Applied Industrial Technologies position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 14 Applied Industrial Technologies shares in Q1 2018, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in Applied Industrial Technologies in Q4 2017 and held it in 1 quarter.
  • Ropes Wealth Advisors's Applied Industrial Technologies position peaked at $1K in Q4 2017.
  • 253 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2018.

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