RWA
SOS

Ropes Wealth Advisors’s SOS Limited SOS Stock Holding History

Ropes Wealth Advisors’s Portfolio SOS Stock Details SOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1
Closed -$19K – 588
2018
Q2 		$19K Hold
1
– – 0.01% 421
2018
Q1 		$43K Hold
1
– – 0.01% 348
2017
Q4 		$49K Buy
+1
New +$58K 0.01% 354

Other funds holding SOS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ropes Wealth Advisors's SOS Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of SOS Limited (SOS) in Q3 2018, closing a stake of 1 share — an estimated $19K sold.

Ropes Wealth Advisors first reported a position in SOS in Q4 2017 and held it in 3 quarters. The position peaked at $49K in Q4 2017. 19 funds tracked by Wall St. Rank hold SOS as of Q3 2018.

  • Ropes Wealth Advisors reported no remaining SOS Limited position as of Q3 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1 SOS Limited share in Q3 2018, an estimated $19K.
  • Ropes Wealth Advisors first reported a position in SOS Limited in Q4 2017 and held it in 3 quarters.
  • Ropes Wealth Advisors's SOS Limited position peaked at $49K in Q4 2017.
  • 19 funds tracked by Wall St. Rank held SOS Limited as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.