Ropes Wealth Advisors’s Scansource SCSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-62	Closed	-$2K	–	719
2017 Q4	$2K	Hold	62	–	–	﹤0.01%	728
2017 Q3	$3K	Buy	+62	New	+$2.44K	﹤0.01%	653

Other funds holding SCSC

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Ropes Wealth Advisors's SCSC Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Scansource (SCSC) in Q1 2018, closing a stake of 62 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in SCSC in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 157 funds tracked by Wall St. Rank hold SCSC as of Q1 2018.

Ropes Wealth Advisors reported no remaining Scansource position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 62 Scansource shares in Q1 2018, an estimated $2K.
Ropes Wealth Advisors first reported a position in Scansource in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's Scansource position peaked at $3K in Q3 2017.
157 funds tracked by Wall St. Rank held Scansource as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.