Ropes Wealth Advisors’s Banner Corp BANR Stock Holding History

Ropes Wealth Advisors’s Portfolio BANR Stock Details BANR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-190	Closed	-$10K	–	602
2017 Q4	$10K	Hold	190	–	–	﹤0.01%	528
2017 Q3	$12K	Buy	+190	New	+$10.8K	﹤0.01%	488

Other funds holding BANR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Banner Corp (BANR) in Q1 2018, closing a stake of 190 shares — an estimated $10K sold.

Ropes Wealth Advisors first reported a position in BANR in Q3 2017 and held it in 2 quarters. The position peaked at $12K in Q3 2017. 186 funds tracked by Wall St. Rank hold BANR as of Q1 2018.

Ropes Wealth Advisors reported no remaining Banner Corp position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 190 Banner Corp shares in Q1 2018, an estimated $10K.
Ropes Wealth Advisors first reported a position in Banner Corp in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's Banner Corp position peaked at $12K in Q3 2017.
186 funds tracked by Wall St. Rank held Banner Corp as of Q1 2018.

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