Ropes Wealth Advisors’s Honda HMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-646	Closed	-$22K	–	579
2018 Q1	$22K	Hold	646	–	–	0.01%	396
2017 Q4	$22K	Hold	646	–	–	0.01%	428
2017 Q3	$19K	Hold	646	–	–	0.01%	415
2017 Q2	$18K	Hold	646	–	–	0.01%	406
2017 Q1	$20K	Hold	646	–	–	0.01%	401
2016 Q4	$19K	Hold	646	–	–	0.01%	409
2016 Q3	$19K	Hold	646	–	–	0.01%	366
2016 Q2	$16K	Hold	646	–	–	0.01%	339
2016 Q1	$18K	Hold	646	–	–	0.01%	293
2015 Q4	$21K	Buy	+646	New	+$20.9K	0.01%	305

Other funds holding HMC

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return