Ropes Wealth Advisors’s Dorman Products DORM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-44	Closed	-$3K	–	631
2017 Q4	$3K	Hold	44	–	–	﹤0.01%	681
2017 Q3	$3K	Buy	+44	New	+$3.16K	﹤0.01%	644
2015 Q4	–	Sell	-1,665	Closed	-$85K	–	483
2015 Q3	$85K	Buy	+1,665	New	+$83.4K	0.04%	212

Other funds holding DORM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Dorman Products (DORM) in Q1 2018, closing a stake of 44 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in DORM in Q3 2015 and held it in 3 quarters. The position peaked at $85K in Q3 2015. 243 funds tracked by Wall St. Rank hold DORM as of Q1 2018.

Ropes Wealth Advisors reported no remaining Dorman Products position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 44 Dorman Products shares in Q1 2018, an estimated $3K.
Ropes Wealth Advisors first reported a position in Dorman Products in Q3 2015 and held it in 3 quarters.
Ropes Wealth Advisors's Dorman Products position peaked at $85K in Q3 2015.
243 funds tracked by Wall St. Rank held Dorman Products as of Q1 2018.

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