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Ropes Wealth Advisors’s Standex International SXI Stock Holding History

Ropes Wealth Advisors’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-38
Closed -$4K – 731
2017
Q4 		$4K Hold
38
– – ﹤0.01% 653
2017
Q3 		$4K Buy
+38
New +$3.63K ﹤0.01% 623

Other funds holding SXI

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
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Standex International (SXI) in Q1 2018, closing a stake of 38 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in SXI in Q3 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 161 funds tracked by Wall St. Rank hold SXI as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Standex International position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 38 Standex International shares in Q1 2018, an estimated $4K.
  • Ropes Wealth Advisors first reported a position in Standex International in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Standex International position peaked at $4K in Q4 2017.
  • 161 funds tracked by Wall St. Rank held Standex International as of Q1 2018.

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