Ropes Wealth Advisors’s Insperity NSP Stock Holding History

Ropes Wealth Advisors’s Portfolio NSP Stock Details NSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-352	Closed	-$20K	–	698
2017 Q4	$20K	Hold	352	–	–	0.01%	442
2017 Q3	$15K	Buy	+352	New	+$13.9K	﹤0.01%	457

Other funds holding NSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Insperity (NSP) in Q1 2018, closing a stake of 352 shares — an estimated $20K sold.

Ropes Wealth Advisors first reported a position in NSP in Q3 2017 and held it in 2 quarters. The position peaked at $20K in Q4 2017. 271 funds tracked by Wall St. Rank hold NSP as of Q1 2018.

Ropes Wealth Advisors reported no remaining Insperity position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 352 Insperity shares in Q1 2018, an estimated $20K.
Ropes Wealth Advisors first reported a position in Insperity in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's Insperity position peaked at $20K in Q4 2017.
271 funds tracked by Wall St. Rank held Insperity as of Q1 2018.

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