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Ropes Wealth Advisors’s Artivion AORT Stock Holding History

Ropes Wealth Advisors’s Portfolio AORT Stock Details AORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-543
Closed -$12K – 779
2017
Q3 		$12K Hold
543
– – ﹤0.01% 486
2017
Q2 		$11K Hold
543
– – ﹤0.01% 452
2017
Q1 		$9K Buy
+543
New +$9.59K ﹤0.01% 451

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ropes Wealth Advisors's AORT Position: Q4 2017 in Review

Ropes Wealth Advisors sold out of Artivion (AORT) in Q4 2017, closing a stake of 543 shares — an estimated $12K sold.

Ropes Wealth Advisors first reported a position in AORT in Q1 2017 and held it in 3 quarters. The position peaked at $12K in Q3 2017. 119 funds tracked by Wall St. Rank hold AORT as of Q4 2017.

  • Ropes Wealth Advisors reported no remaining Artivion position as of Q4 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 543 Artivion shares in Q4 2017, an estimated $12K.
  • Ropes Wealth Advisors first reported a position in Artivion in Q1 2017 and held it in 3 quarters.
  • Ropes Wealth Advisors's Artivion position peaked at $12K in Q3 2017.
  • 119 funds tracked by Wall St. Rank held Artivion as of Q4 2017.

Based on Ropes Wealth Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.