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Ropes Wealth Advisors’s APA Corp APA Stock Holding History

Ropes Wealth Advisors’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$5K – 498
2018
Q3 		$5K Buy
+100
New +$4.5K ﹤0.01% 490
2017
Q4 		– Sell
-73
Closed -$3K – 780
2017
Q3 		$3K Hold
73
– – ﹤0.01% 640
2017
Q2 		$3K Sell
73
-227
-76% -$11.2K ﹤0.01% 488
2017
Q1 		$15K Buy
+300
New +$16.9K ﹤0.01% 423
2016
Q3 		– Sell
-341
Closed -$19K – 455
2016
Q2 		$19K Hold
341
– – 0.01% 329
2016
Q1 		$17K Sell
341
-19
-5% -$790 0.01% 297
2015
Q4 		$16K Buy
+360
New +$16.8K 0.01% 316
2015
Q2 		– Sell
-70
Closed -$4K – 312
2015
Q1 		$4K Buy
+70
New +$4.41K ﹤0.01% 279

Other funds holding APA

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ropes Wealth Advisors's APA Position: Q4 2018 in Review

Ropes Wealth Advisors sold out of APA Corp (APA) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Ropes Wealth Advisors first reported a position in APA in Q1 2015 and held it in 8 quarters. The position peaked at $19K in Q2 2016. 640 funds tracked by Wall St. Rank hold APA as of Q4 2018.

  • Ropes Wealth Advisors reported no remaining APA Corp position as of Q4 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 100 APA Corp shares in Q4 2018, an estimated $5K.
  • Ropes Wealth Advisors first reported a position in APA Corp in Q1 2015 and held it in 8 quarters.
  • Ropes Wealth Advisors's APA Corp position peaked at $19K in Q2 2016.
  • 640 funds tracked by Wall St. Rank held APA Corp as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.