RWA
CSV icon

Ropes Wealth Advisors’s Carriage Services CSV Stock Holding History

Ropes Wealth Advisors’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-119
Closed -$3K – 623
2017
Q4 		$3K Hold
119
– – ﹤0.01% 679
2017
Q3 		$3K Buy
+119
New +$2.98K ﹤0.01% 643

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Carriage Services (CSV) in Q1 2018, closing a stake of 119 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in CSV in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 124 funds tracked by Wall St. Rank hold CSV as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Carriage Services position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 119 Carriage Services shares in Q1 2018, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in Carriage Services in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Carriage Services position peaked at $3K in Q4 2017.
  • 124 funds tracked by Wall St. Rank held Carriage Services as of Q1 2018.

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