RWA
DY icon

Ropes Wealth Advisors’s Dycom Industries DY Stock Holding History

Ropes Wealth Advisors’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-217
Closed -$24K – 633
2017
Q4 		$24K Hold
217
– – 0.01% 415
2017
Q3 		$19K Buy
+217
New +$18.3K 0.01% 411

Other funds holding DY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Dycom Industries (DY) in Q1 2018, closing a stake of 217 shares — an estimated $24K sold.

Ropes Wealth Advisors first reported a position in DY in Q3 2017 and held it in 2 quarters. The position peaked at $24K in Q4 2017. 315 funds tracked by Wall St. Rank hold DY as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Dycom Industries position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 217 Dycom Industries shares in Q1 2018, an estimated $24K.
  • Ropes Wealth Advisors first reported a position in Dycom Industries in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Dycom Industries position peaked at $24K in Q4 2017.
  • 315 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2018.

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