Ropes Wealth Advisors’s RLI Corp RLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-414	Closed	-$17K	–	907
2020 Q3	$17K	Buy	+414	New	+$18.2K	﹤0.01%	463

Other funds holding RLI

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

VDI

Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ropes Wealth Advisors's RLI Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of RLI Corp (RLI) in Q4 2020, closing a stake of 414 shares — an estimated $17K sold.

Ropes Wealth Advisors first reported a position in RLI in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 272 funds tracked by Wall St. Rank hold RLI as of Q4 2020.

Ropes Wealth Advisors reported no remaining RLI Corp position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 414 RLI Corp shares in Q4 2020, an estimated $17K.
Ropes Wealth Advisors first reported a position in RLI Corp in Q3 2020 and held it in 1 quarter.
Ropes Wealth Advisors's RLI Corp position peaked at $17K in Q3 2020.
272 funds tracked by Wall St. Rank held RLI Corp as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.