Ropes Wealth Advisors’s Dun & Bradstreet DNB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,000
Closed -$143K 547
2018
Q4
$143K Buy
+1,000
New +$143K 0.04% 237
2017
Q2
Sell
-4
Closed 603
2017
Q1
$0 Buy
+4
New +$453 ﹤0.01% 577
2016
Q3
Sell
-31
Closed -$4K 515
2016
Q2
$4K Buy
31
+15
+94% +$1.75K ﹤0.01% 426
2016
Q1
$2K Buy
+16
New +$1.55K ﹤0.01% 398

Other funds holding DNB

Ropes Wealth Advisors's DNB Position: Q1 2019 in Review

Ropes Wealth Advisors sold out of Dun & Bradstreet (DNB) in Q1 2019, closing a stake of 1,000 shares — an estimated $143K sold.

Ropes Wealth Advisors first reported a position in DNB in Q1 2016 and held it in 4 quarters. The position peaked at $143K in Q4 2018. 1 fund tracked by Wall St. Rank holds DNB as of Q1 2019.

  • Ropes Wealth Advisors reported no remaining Dun & Bradstreet position as of Q1 2019 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,000 Dun & Bradstreet shares in Q1 2019, an estimated $143K.
  • Ropes Wealth Advisors first reported a position in Dun & Bradstreet in Q1 2016 and held it in 4 quarters.
  • Ropes Wealth Advisors's Dun & Bradstreet position peaked at $143K in Q4 2018.
  • 1 fund tracked by Wall St. Rank held Dun & Bradstreet as of Q1 2019.

Based on Ropes Wealth Advisors's 13F filing for Q1 2019, filed 15 Apr 2019.