Ropes Wealth Advisors’s Redwood Trust RWT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-4,000	Closed	-$65K	–	812
2017 Q3	$65K	Buy	+4,000	New	+$67.1K	0.02%	302

Other funds holding RWT

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

WIM

Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ropes Wealth Advisors's RWT Position: Q4 2017 in Review

Ropes Wealth Advisors sold out of Redwood Trust (RWT) in Q4 2017, closing a stake of 4,000 shares — an estimated $65K sold.

Ropes Wealth Advisors first reported a position in RWT in Q3 2017 and held it in 1 quarter. The position peaked at $65K in Q3 2017. 149 funds tracked by Wall St. Rank hold RWT as of Q4 2017.

Ropes Wealth Advisors reported no remaining Redwood Trust position as of Q4 2017 after selling out during the quarter.
Ropes Wealth Advisors sold 4,000 Redwood Trust shares in Q4 2017, an estimated $65K.
Ropes Wealth Advisors first reported a position in Redwood Trust in Q3 2017 and held it in 1 quarter.
Ropes Wealth Advisors's Redwood Trust position peaked at $65K in Q3 2017.
149 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2017.

Based on Ropes Wealth Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.