Ropes Wealth Advisors’s Designer Brands DBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-500	Closed	-$3K	–	618
2020 Q2	$3K	Hold	500	–	–	﹤0.01%	508
2020 Q1	$2K	Hold	500	–	–	﹤0.01%	492
2019 Q4	$8K	Hold	500	–	–	﹤0.01%	478
2019 Q3	$9K	Hold	500	–	–	﹤0.01%	484
2019 Q2	$10K	Hold	500	–	–	﹤0.01%	480
2019 Q1	$11K	Hold	500	–	–	﹤0.01%	443
2018 Q4	$12K	Hold	500	–	–	﹤0.01%	413
2018 Q3	$17K	Hold	500	–	–	﹤0.01%	415
2018 Q2	$13K	Hold	500	–	–	﹤0.01%	452
2018 Q1	$11K	Hold	500	–	–	﹤0.01%	451
2017 Q4	$11K	Buy	+500	New	+$10.3K	﹤0.01%	519
2017 Q3	–	Sell	-1,000	Closed	-$18K	–	707
2017 Q2	$18K	Hold	1,000	–	–	0.01%	404
2017 Q1	$21K	Hold	1,000	–	–	0.01%	394
2016 Q4	$23K	Buy	+1,000	New	+$22.7K	0.01%	387
2016 Q2	–	Sell	-1,000	Closed	-$28K	–	484
2016 Q1	$28K	Hold	1,000	–	–	0.01%	259
2015 Q4	$24K	Hold	1,000	–	–	0.01%	288
2015 Q3	$35K	Buy	+1,000	New	+$31.1K	0.02%	285

Other funds holding DBI

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

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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ropes Wealth Advisors's DBI Position: Q3 2020 in Review

Ropes Wealth Advisors sold out of Designer Brands (DBI) in Q3 2020, closing a stake of 500 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in DBI in Q3 2015 and held it in 17 quarters. The position peaked at $35K in Q3 2015. 167 funds tracked by Wall St. Rank hold DBI as of Q3 2020.

Ropes Wealth Advisors reported no remaining Designer Brands position as of Q3 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 500 Designer Brands shares in Q3 2020, an estimated $3K.
Ropes Wealth Advisors first reported a position in Designer Brands in Q3 2015 and held it in 17 quarters.
Ropes Wealth Advisors's Designer Brands position peaked at $35K in Q3 2015.
167 funds tracked by Wall St. Rank held Designer Brands as of Q3 2020.

Based on Ropes Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.