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Ropes Wealth Advisors’s Liberty Latin America Class A LILA Stock Holding History

Ropes Wealth Advisors’s Portfolio LILA Stock Details LILA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-66
Closed -$1K – 584
2018
Q1 		$1K Sell
66
-65
-50% -$901 ﹤0.01% 565
2017
Q4 		$2K Buy
131
+65
+98% +$919 ﹤0.01% 725
2017
Q3 		$1K Hold
66
– – ﹤0.01% 693
2017
Q2 		$1K Hold
66
– – ﹤0.01% 505
2017
Q1 		$1K Sell
66
-9
-12% -$134 ﹤0.01% 505
2016
Q4 		$1K Hold
75
– – ﹤0.01% 480
2016
Q3 		$1K Buy
75
+9
+14% +$177 ﹤0.01% 448
2016
Q2 		$1K Hold
66
– – ﹤0.01% 461
2016
Q1 		$1K Hold
66
– – ﹤0.01% 420
2015
Q4 		$2K Buy
+66
New +$1.58K ﹤0.01% 395

Other funds holding LILA

GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ropes Wealth Advisors's LILA Position: Q2 2018 in Review

Ropes Wealth Advisors sold out of Liberty Latin America Class A (LILA) in Q2 2018, closing a stake of 66 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in LILA in Q4 2015 and held it in 10 quarters. The position peaked at $2K in Q4 2017. 140 funds tracked by Wall St. Rank hold LILA as of Q2 2018.

  • Ropes Wealth Advisors reported no remaining Liberty Latin America Class A position as of Q2 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 66 Liberty Latin America Class A shares in Q2 2018, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in Liberty Latin America Class A in Q4 2015 and held it in 10 quarters.
  • Ropes Wealth Advisors's Liberty Latin America Class A position peaked at $2K in Q4 2017.
  • 140 funds tracked by Wall St. Rank held Liberty Latin America Class A as of Q2 2018.

Based on Ropes Wealth Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.