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Ropes Wealth Advisors’s American Public Education APEI Stock Holding History

Ropes Wealth Advisors’s Portfolio APEI Stock Details APEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-64
Closed -$2K – 594
2017
Q4 		$2K Hold
64
– – ﹤0.01% 710
2017
Q3 		$1K Buy
+64
New +$1.3K ﹤0.01% 686

Other funds holding APEI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of American Public Education (APEI) in Q1 2018, closing a stake of 64 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in APEI in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q4 2017. 147 funds tracked by Wall St. Rank hold APEI as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining American Public Education position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 64 American Public Education shares in Q1 2018, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in American Public Education in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's American Public Education position peaked at $2K in Q4 2017.
  • 147 funds tracked by Wall St. Rank held American Public Education as of Q1 2018.

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