RWA
CBM

Ropes Wealth Advisors’s Cambrex Corporation CBM Stock Holding History

Ropes Wealth Advisors’s Portfolio CBM Stock Details CBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-279
Closed -$13K – 803
2017
Q4 		$13K Hold
279
– – ﹤0.01% 507
2017
Q3 		$15K Buy
+279
New +$15.4K ﹤0.01% 467

Other funds holding CBM

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Cambrex Corporation (CBM) in Q1 2018, closing a stake of 279 shares — an estimated $13K sold.

Ropes Wealth Advisors first reported a position in CBM in Q3 2017 and held it in 2 quarters. The position peaked at $15K in Q3 2017. 270 funds tracked by Wall St. Rank hold CBM as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Cambrex Corporation position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 279 Cambrex Corporation shares in Q1 2018, an estimated $13K.
  • Ropes Wealth Advisors first reported a position in Cambrex Corporation in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Cambrex Corporation position peaked at $15K in Q3 2017.
  • 270 funds tracked by Wall St. Rank held Cambrex Corporation as of Q1 2018.

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