RWA
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Ropes Wealth Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Ropes Wealth Advisors’s Portfolio RWJ Stock Details RWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-381
Closed -$8K – 573
2017
Q1 		$8K Buy
+381
New +$8.49K ﹤0.01% 460

Other funds holding RWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2017, closing a stake of 381 shares — an estimated $8K sold.

Ropes Wealth Advisors first reported a position in RWJ in Q1 2017 and held it in 1 quarter. The position peaked at $8K in Q1 2017. 60 funds tracked by Wall St. Rank hold RWJ as of Q2 2017.

  • Ropes Wealth Advisors reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 381 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2017, an estimated $8K.
  • Ropes Wealth Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2017 and held it in 1 quarter.
  • Ropes Wealth Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $8K in Q1 2017.
  • 60 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2017.

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