Ropes Wealth Advisors’s Perficient Inc PRFT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-324	Closed	-$6K	–	764
2017 Q4	$6K	Hold	324	–	–	﹤0.01%	598
2017 Q3	$6K	Buy	+324	New	+$5.91K	﹤0.01%	580

Other funds holding PRFT

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Ropes Wealth Advisors sold out of Perficient Inc (PRFT) in Q1 2018, closing a stake of 324 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in PRFT in Q3 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 160 funds tracked by Wall St. Rank hold PRFT as of Q1 2018.

Ropes Wealth Advisors reported no remaining Perficient Inc position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 324 Perficient Inc shares in Q1 2018, an estimated $6K.
Ropes Wealth Advisors first reported a position in Perficient Inc in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's Perficient Inc position peaked at $6K in Q4 2017.
160 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2018.

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