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Ropes Wealth Advisors’s Employers Holdings EIG Stock Holding History

Ropes Wealth Advisors’s Portfolio EIG Stock Details EIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-286
Closed -$13K – 638
2017
Q4 		$13K Hold
286
– – ﹤0.01% 498
2017
Q3 		$13K Buy
+286
New +$12.2K ﹤0.01% 479

Other funds holding EIG

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Employers Holdings (EIG) in Q1 2018, closing a stake of 286 shares — an estimated $13K sold.

Ropes Wealth Advisors first reported a position in EIG in Q3 2017 and held it in 2 quarters. The position peaked at $13K in Q4 2017. 175 funds tracked by Wall St. Rank hold EIG as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Employers Holdings position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 286 Employers Holdings shares in Q1 2018, an estimated $13K.
  • Ropes Wealth Advisors first reported a position in Employers Holdings in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Employers Holdings position peaked at $13K in Q4 2017.
  • 175 funds tracked by Wall St. Rank held Employers Holdings as of Q1 2018.

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