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Ropes Wealth Advisors’s Comfort Systems FIX Stock Holding History

Ropes Wealth Advisors’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-382
Closed -$17K – 654
2017
Q4 		$17K Hold
382
– – ﹤0.01% 465
2017
Q3 		$14K Buy
+382
New +$13.2K ﹤0.01% 470

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Comfort Systems (FIX) in Q1 2018, closing a stake of 382 shares — an estimated $17K sold.

Ropes Wealth Advisors first reported a position in FIX in Q3 2017 and held it in 2 quarters. The position peaked at $17K in Q4 2017. 202 funds tracked by Wall St. Rank hold FIX as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Comfort Systems position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 382 Comfort Systems shares in Q1 2018, an estimated $17K.
  • Ropes Wealth Advisors first reported a position in Comfort Systems in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Comfort Systems position peaked at $17K in Q4 2017.
  • 202 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2018.

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