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Ropes Wealth Advisors’s MKS Inc MKSI Stock Holding History

Ropes Wealth Advisors’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-275
Closed -$26K – 797
2017
Q3 		$26K Hold
275
– – 0.01% 383
2017
Q2 		$19K Hold
275
– – 0.01% 401
2017
Q1 		$19K Hold
275
– – 0.01% 407
2016
Q4 		$16K Hold
275
– – 0.01% 419
2016
Q3 		$14K Hold
275
– – ﹤0.01% 393
2016
Q2 		$12K Hold
275
– – ﹤0.01% 357
2016
Q1 		$10K Hold
275
– – ﹤0.01% 331
2015
Q4 		$10K Hold
275
– – ﹤0.01% 340
2015
Q3 		$9K Hold
275
– – ﹤0.01% 348
2015
Q2 		$10K Hold
275
– – 0.01% 256
2015
Q1 		$9K Buy
+275
New +$9.66K ﹤0.01% 260

Other funds holding MKSI

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Ropes Wealth Advisors's MKSI Position: Q4 2017 in Review

Ropes Wealth Advisors sold out of MKS Inc (MKSI) in Q4 2017, closing a stake of 275 shares — an estimated $26K sold.

Ropes Wealth Advisors first reported a position in MKSI in Q1 2015 and held it in 11 quarters. The position peaked at $26K in Q3 2017. 363 funds tracked by Wall St. Rank hold MKSI as of Q4 2017.

  • Ropes Wealth Advisors reported no remaining MKS Inc position as of Q4 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 275 MKS Inc shares in Q4 2017, an estimated $26K.
  • Ropes Wealth Advisors first reported a position in MKS Inc in Q1 2015 and held it in 11 quarters.
  • Ropes Wealth Advisors's MKS Inc position peaked at $26K in Q3 2017.
  • 363 funds tracked by Wall St. Rank held MKS Inc as of Q4 2017.

Based on Ropes Wealth Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.