RWA
KWR icon

Ropes Wealth Advisors’s Quaker Houghton KWR Stock Holding History

Ropes Wealth Advisors’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-78
Closed -$12K – 677
2017
Q4 		$12K Hold
78
– – ﹤0.01% 511
2017
Q3 		$12K Buy
+78
New +$11.1K ﹤0.01% 493

Other funds holding KWR

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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Quaker Houghton (KWR) in Q1 2018, closing a stake of 78 shares — an estimated $12K sold.

Ropes Wealth Advisors first reported a position in KWR in Q3 2017 and held it in 2 quarters. The position peaked at $12K in Q4 2017. 201 funds tracked by Wall St. Rank hold KWR as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Quaker Houghton position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 78 Quaker Houghton shares in Q1 2018, an estimated $12K.
  • Ropes Wealth Advisors first reported a position in Quaker Houghton in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Quaker Houghton position peaked at $12K in Q4 2017.
  • 201 funds tracked by Wall St. Rank held Quaker Houghton as of Q1 2018.

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