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Ropes Wealth Advisors’s HF Sinclair DINO Stock Holding History

Ropes Wealth Advisors’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-96
Closed -$7K – 542
2018
Q2 		$7K Hold
96
– – ﹤0.01% 485
2018
Q1 		$5K Hold
96
– – ﹤0.01% 488
2017
Q4 		$5K Buy
+96
New +$4.06K ﹤0.01% 613

Other funds holding DINO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of HF Sinclair (DINO) in Q3 2018, closing a stake of 96 shares — an estimated $7K sold.

Ropes Wealth Advisors first reported a position in DINO in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q2 2018. 577 funds tracked by Wall St. Rank hold DINO as of Q3 2018.

  • Ropes Wealth Advisors reported no remaining HF Sinclair position as of Q3 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 96 HF Sinclair shares in Q3 2018, an estimated $7K.
  • Ropes Wealth Advisors first reported a position in HF Sinclair in Q4 2017 and held it in 3 quarters.
  • Ropes Wealth Advisors's HF Sinclair position peaked at $7K in Q2 2018.
  • 577 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2018.

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