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Ropes Wealth Advisors’s Brunswick BC Stock Holding History

Ropes Wealth Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10
Closed -$1K – 297
2020
Q4 		$1K Buy
+10
New +$705 ﹤0.01% 688
2018
Q1 		– Sell
-15
Closed -$1K – 604
2017
Q4 		$1K Hold
15
– – ﹤0.01% 754
2017
Q3 		$1K Buy
+15
New +$842 ﹤0.01% 687

Other funds holding BC

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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ropes Wealth Advisors's BC Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Brunswick (BC) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in BC in Q3 2017 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 405 funds tracked by Wall St. Rank hold BC as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Brunswick position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 10 Brunswick shares in Q1 2021, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in Brunswick in Q3 2017 and held it in 3 quarters.
  • Ropes Wealth Advisors's Brunswick position peaked at $1K in Q4 2020.
  • 405 funds tracked by Wall St. Rank held Brunswick as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.