Ropes Wealth Advisors’s SITE Centers SITC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-466	Closed	-$8K	–	575
2017 Q1	$8K	Hold	466	–	–	﹤0.01%	461
2016 Q4	$9K	Buy	+466	New	+$9.31K	﹤0.01%	452

Other funds holding SITC

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of SITE Centers (SITC) in Q2 2017, closing a stake of 466 shares — an estimated $8K sold.

Ropes Wealth Advisors first reported a position in SITC in Q4 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 255 funds tracked by Wall St. Rank hold SITC as of Q2 2017.

Ropes Wealth Advisors reported no remaining SITE Centers position as of Q2 2017 after selling out during the quarter.
Ropes Wealth Advisors sold 466 SITE Centers shares in Q2 2017, an estimated $8K.
Ropes Wealth Advisors first reported a position in SITE Centers in Q4 2016 and held it in 2 quarters.
Ropes Wealth Advisors's SITE Centers position peaked at $9K in Q4 2016.
255 funds tracked by Wall St. Rank held SITE Centers as of Q2 2017.

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