RWA
LHCG

Ropes Wealth Advisors’s LHC Group LLC LHCG Stock Holding History

Ropes Wealth Advisors’s Portfolio LHCG Stock Details LHCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-108
Closed -$7K – 776
2017
Q4 		$7K Hold
108
– – ﹤0.01% 577
2017
Q3 		$8K Buy
+108
New +$6.93K ﹤0.01% 543

Other funds holding LHCG

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of LHC Group LLC (LHCG) in Q1 2018, closing a stake of 108 shares — an estimated $7K sold.

Ropes Wealth Advisors first reported a position in LHCG in Q3 2017 and held it in 2 quarters. The position peaked at $8K in Q3 2017. 193 funds tracked by Wall St. Rank hold LHCG as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining LHC Group LLC position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 108 LHC Group LLC shares in Q1 2018, an estimated $7K.
  • Ropes Wealth Advisors first reported a position in LHC Group LLC in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's LHC Group LLC position peaked at $8K in Q3 2017.
  • 193 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2018.

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