Ropes Wealth Advisors’s Crane NXT CXT Stock Holding History

Ropes Wealth Advisors’s Portfolio CXT Stock Details CXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-95	Closed	-$3K	–	541
2018 Q2	$3K	Hold	95	–	–	﹤0.01%	522
2018 Q1	$3K	Hold	95	–	–	﹤0.01%	514
2017 Q4	$3K	Buy	+95	New	+$2.78K	﹤0.01%	680

Other funds holding CXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Crane NXT (CXT) in Q3 2018, closing a stake of 95 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in CXT in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 340 funds tracked by Wall St. Rank hold CXT as of Q3 2018.

Ropes Wealth Advisors reported no remaining Crane NXT position as of Q3 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 95 Crane NXT shares in Q3 2018, an estimated $3K.
Ropes Wealth Advisors first reported a position in Crane NXT in Q4 2017 and held it in 3 quarters.
Ropes Wealth Advisors's Crane NXT position peaked at $3K in Q2 2018.
340 funds tracked by Wall St. Rank held Crane NXT as of Q3 2018.

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