RWA
SCI icon

Ropes Wealth Advisors’s Service Corp International SCI Stock Holding History

Ropes Wealth Advisors’s Portfolio SCI Stock Details SCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-900
Closed -$26K – 553
2016
Q4 		$26K Buy
+900
New +$24K 0.01% 379

Other funds holding SCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ropes Wealth Advisors's SCI Position: Q1 2017 in Review

Ropes Wealth Advisors sold out of Service Corp International (SCI) in Q1 2017, closing a stake of 900 shares — an estimated $26K sold.

Ropes Wealth Advisors first reported a position in SCI in Q4 2016 and held it in 1 quarter. The position peaked at $26K in Q4 2016. 313 funds tracked by Wall St. Rank hold SCI as of Q1 2017.

  • Ropes Wealth Advisors reported no remaining Service Corp International position as of Q1 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 900 Service Corp International shares in Q1 2017, an estimated $26K.
  • Ropes Wealth Advisors first reported a position in Service Corp International in Q4 2016 and held it in 1 quarter.
  • Ropes Wealth Advisors's Service Corp International position peaked at $26K in Q4 2016.
  • 313 funds tracked by Wall St. Rank held Service Corp International as of Q1 2017.

Based on Ropes Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.