RWA
CSGP icon

Ropes Wealth Advisors’s CoStar Group CSGP Stock Holding History

Ropes Wealth Advisors’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,500
Closed -$186K – 539
2018
Q2 		$186K Buy
+4,500
New +$173K 0.05% 230
2015
Q4 		– Sell
-6,050
Closed -$105K – 480
2015
Q3 		$105K Buy
+6,050
New +$116K 0.06% 185

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of CoStar Group (CSGP) in Q3 2018, closing a stake of 4,500 shares — an estimated $186K sold.

Ropes Wealth Advisors first reported a position in CSGP in Q3 2015 and held it in 2 quarters. The position peaked at $186K in Q2 2018. 404 funds tracked by Wall St. Rank hold CSGP as of Q3 2018.

  • Ropes Wealth Advisors reported no remaining CoStar Group position as of Q3 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 4,500 CoStar Group shares in Q3 2018, an estimated $186K.
  • Ropes Wealth Advisors first reported a position in CoStar Group in Q3 2015 and held it in 2 quarters.
  • Ropes Wealth Advisors's CoStar Group position peaked at $186K in Q2 2018.
  • 404 funds tracked by Wall St. Rank held CoStar Group as of Q3 2018.

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