Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-500
Closed -$31K 557
2018
Q3
$31K Sell
500
-93
-16% -$5.73K 0.01% 372
2018
Q2
$36K Hold
593
0.01% 379
2018
Q1
$36K Hold
593
0.01% 361
2017
Q4
$34K Buy
+593
New +$28.5K 0.01% 384

Ropes Wealth Advisors's KLXI Position: Q4 2018 in Review

Ropes Wealth Advisors sold out of KLX Inc. (KLXI) in Q4 2018, closing a stake of 500 shares — an estimated $31K sold.

Ropes Wealth Advisors first reported a position in KLXI in Q4 2017 and held it in 4 quarters. The position peaked at $36K in Q2 2018. 0 funds tracked by Wall St. Rank hold KLXI as of Q4 2018.

  • Ropes Wealth Advisors reported no remaining KLX Inc. position as of Q4 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 500 KLX Inc. shares in Q4 2018, an estimated $31K.
  • Ropes Wealth Advisors first reported a position in KLX Inc. in Q4 2017 and held it in 4 quarters.
  • Ropes Wealth Advisors's KLX Inc. position peaked at $36K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held KLX Inc. as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.