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Ropes Wealth Advisors’s Boise Cascade BCC Stock Holding History

Ropes Wealth Advisors’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-226
Closed -$9K – 605
2017
Q4 		$9K Hold
226
– – ﹤0.01% 539
2017
Q3 		$8K Buy
+226
New +$6.86K ﹤0.01% 532

Other funds holding BCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Ropes Wealth Advisors sold out of Boise Cascade (BCC) in Q1 2018, closing a stake of 226 shares — an estimated $9K sold.

Ropes Wealth Advisors first reported a position in BCC in Q3 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 230 funds tracked by Wall St. Rank hold BCC as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Boise Cascade position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 226 Boise Cascade shares in Q1 2018, an estimated $9K.
  • Ropes Wealth Advisors first reported a position in Boise Cascade in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Boise Cascade position peaked at $9K in Q4 2017.
  • 230 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2018.

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