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Ropes Wealth Advisors’s TriMas Corp TRS Stock Holding History

Ropes Wealth Advisors’s Portfolio TRS Stock Details TRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-223
Closed -$6K – 739
2017
Q4 		$6K Hold
223
– – ﹤0.01% 595
2017
Q3 		$6K Buy
+223
New +$5.35K ﹤0.01% 578

Other funds holding TRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of TriMas Corp (TRS) in Q1 2018, closing a stake of 223 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in TRS in Q3 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 147 funds tracked by Wall St. Rank hold TRS as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining TriMas Corp position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 223 TriMas Corp shares in Q1 2018, an estimated $6K.
  • Ropes Wealth Advisors first reported a position in TriMas Corp in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's TriMas Corp position peaked at $6K in Q4 2017.
  • 147 funds tracked by Wall St. Rank held TriMas Corp as of Q1 2018.

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