Ropes Wealth Advisors’s PJT Partners PJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,000	Closed	-$42K	–	575
2019 Q1	$42K	Buy	+1,000	New	+$42.9K	0.01%	352

Other funds holding PJT

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MFM

MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ropes Wealth Advisors's PJT Position: Q2 2019 in Review

Ropes Wealth Advisors sold out of PJT Partners (PJT) in Q2 2019, closing a stake of 1,000 shares — an estimated $42K sold.

Ropes Wealth Advisors first reported a position in PJT in Q1 2019 and held it in 1 quarter. The position peaked at $42K in Q1 2019. 185 funds tracked by Wall St. Rank hold PJT as of Q2 2019.

Ropes Wealth Advisors reported no remaining PJT Partners position as of Q2 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 1,000 PJT Partners shares in Q2 2019, an estimated $42K.
Ropes Wealth Advisors first reported a position in PJT Partners in Q1 2019 and held it in 1 quarter.
Ropes Wealth Advisors's PJT Partners position peaked at $42K in Q1 2019.
185 funds tracked by Wall St. Rank held PJT Partners as of Q2 2019.

Based on Ropes Wealth Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.