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Ropes Wealth Advisors’s Provident Financial Services PFS Stock Holding History

Ropes Wealth Advisors’s Portfolio PFS Stock Details PFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-195
Closed -$5K – 702
2017
Q4 		$5K Hold
195
– – ﹤0.01% 620
2017
Q3 		$5K Buy
+195
New +$4.95K ﹤0.01% 596

Other funds holding PFS

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Ropes Wealth Advisors sold out of Provident Financial Services (PFS) in Q1 2018, closing a stake of 195 shares — an estimated $5K sold.

Ropes Wealth Advisors first reported a position in PFS in Q3 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 168 funds tracked by Wall St. Rank hold PFS as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Provident Financial Services position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 195 Provident Financial Services shares in Q1 2018, an estimated $5K.
  • Ropes Wealth Advisors first reported a position in Provident Financial Services in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Provident Financial Services position peaked at $5K in Q4 2017.
  • 168 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2018.

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