Ropes Wealth Advisors’s PrivateBancorp Inc PVTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-10,500	Closed	-$623K	–	612
2017 Q1	$623K	Sell	10,500 -3,500	-25%	-$196K	0.18%	114
2016 Q4	$759K	Hold	14,000	–	–	0.24%	88
2016 Q3	$643K	Hold	14,000	–	–	0.22%	91
2016 Q2	$616K	Hold	14,000	–	–	0.22%	94
2016 Q1	$540K	Hold	14,000	–	–	0.24%	76
2015 Q4	$574K	Hold	14,000	–	–	0.25%	73
2015 Q3	$537K	Hold	14,000	–	–	0.28%	64
2015 Q2	$557K	Hold	14,000	–	–	0.3%	64
2015 Q1	$492K	Buy	+14,000	New	+$473K	0.26%	72

Other funds holding PVTB

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Ropes Wealth Advisors's PVTB Position: Q2 2017 in Review

Ropes Wealth Advisors sold out of PrivateBancorp Inc (PVTB) in Q2 2017, closing a stake of 10,500 shares — an estimated $623K sold.

Ropes Wealth Advisors first reported a position in PVTB in Q1 2015 and held it in 9 quarters. The position peaked at $759K in Q4 2016. 2 funds tracked by Wall St. Rank hold PVTB as of Q2 2017.

Ropes Wealth Advisors reported no remaining PrivateBancorp Inc position as of Q2 2017 after selling out during the quarter.
Ropes Wealth Advisors sold 10,500 PrivateBancorp Inc shares in Q2 2017, an estimated $623K.
Ropes Wealth Advisors first reported a position in PrivateBancorp Inc in Q1 2015 and held it in 9 quarters.
Ropes Wealth Advisors's PrivateBancorp Inc position peaked at $759K in Q4 2016.
2 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q2 2017.

Based on Ropes Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.