Ropes Wealth Advisors’s Vermilion Energy VET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-500	Closed	-$16K	–	540
2018 Q3	$16K	Hold	500	–	–	﹤0.01%	427
2018 Q2	$18K	Hold	500	–	–	﹤0.01%	428
2018 Q1	$16K	Hold	500	–	–	﹤0.01%	425
2017 Q4	$18K	Hold	500	–	–	﹤0.01%	460
2017 Q3	$18K	Hold	500	–	–	﹤0.01%	422
2017 Q2	$16K	Hold	500	–	–	﹤0.01%	420
2017 Q1	$19K	Hold	500	–	–	0.01%	408
2016 Q4	$21K	Hold	500	–	–	0.01%	402
2016 Q3	$19K	Hold	500	–	–	0.01%	368
2016 Q2	$16K	Hold	500	–	–	0.01%	341
2016 Q1	$15K	Hold	500	–	–	0.01%	308
2015 Q4	$14K	Hold	500	–	–	0.01%	325
2015 Q3	$16K	Hold	500	–	–	0.01%	324
2015 Q2	$22K	Sell	500 -500	-50%	-$22.6K	0.01%	223
2015 Q1	$42K	Buy	+1,000	New	+$43.9K	0.02%	204

Other funds holding VET

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

Ropes Wealth Advisors's VET Position: Q4 2018 in Review

Ropes Wealth Advisors sold out of Vermilion Energy (VET) in Q4 2018, closing a stake of 500 shares — an estimated $16K sold.

Ropes Wealth Advisors first reported a position in VET in Q1 2015 and held it in 15 quarters. The position peaked at $42K in Q1 2015. 178 funds tracked by Wall St. Rank hold VET as of Q4 2018.

Ropes Wealth Advisors reported no remaining Vermilion Energy position as of Q4 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 500 Vermilion Energy shares in Q4 2018, an estimated $16K.
Ropes Wealth Advisors first reported a position in Vermilion Energy in Q1 2015 and held it in 15 quarters.
Ropes Wealth Advisors's Vermilion Energy position peaked at $42K in Q1 2015.
178 funds tracked by Wall St. Rank held Vermilion Energy as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.