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Ropes Wealth Advisors’s Douglas Dynamics PLOW Stock Holding History

Ropes Wealth Advisors’s Portfolio PLOW Stock Details PLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-154
Closed -$6K – 707
2017
Q4 		$6K Hold
154
– – ﹤0.01% 593
2017
Q3 		$6K Buy
+154
New +$5.25K ﹤0.01% 570

Other funds holding PLOW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Douglas Dynamics (PLOW) in Q1 2018, closing a stake of 154 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in PLOW in Q3 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 141 funds tracked by Wall St. Rank hold PLOW as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Douglas Dynamics position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 154 Douglas Dynamics shares in Q1 2018, an estimated $6K.
  • Ropes Wealth Advisors first reported a position in Douglas Dynamics in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Douglas Dynamics position peaked at $6K in Q4 2017.
  • 141 funds tracked by Wall St. Rank held Douglas Dynamics as of Q1 2018.

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