RWA
BGC icon

Ropes Wealth Advisors’s BGC Group BGC Stock Holding History

Ropes Wealth Advisors’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-302
Closed -$2K – 533
2018
Q2 		$2K Hold
302
– – ﹤0.01% 536
2018
Q1 		$3K Hold
302
– – ﹤0.01% 511
2017
Q4 		$3K Buy
+302
New +$3.05K ﹤0.01% 678

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Ropes Wealth Advisors's BGC Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of BGC Group (BGC) in Q3 2018, closing a stake of 302 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in BGC in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q1 2018. 276 funds tracked by Wall St. Rank hold BGC as of Q3 2018.

  • Ropes Wealth Advisors reported no remaining BGC Group position as of Q3 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 302 BGC Group shares in Q3 2018, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in BGC Group in Q4 2017 and held it in 3 quarters.
  • Ropes Wealth Advisors's BGC Group position peaked at $3K in Q1 2018.
  • 276 funds tracked by Wall St. Rank held BGC Group as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.