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Wealth Advisors of Tampa Bay’s T. Rowe Price TROW Stock Holding History

Wealth Advisors of Tampa Bay’s Portfolio TROW Stock Details TROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,070
Closed -$331K – 72
2018
Q1 		$331K Sell
3,070
-2,215
-42% -$247K 0.24% 60
2017
Q4 		$581K Buy
+5,285
New +$515K 0.4% 52

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Advisors of Tampa Bay's TROW Position: Q2 2018 in Review

Wealth Advisors of Tampa Bay sold out of T. Rowe Price (TROW) in Q2 2018, closing a stake of 3,070 shares — an estimated $331K sold.

Wealth Advisors of Tampa Bay first reported a position in TROW in Q4 2017 and held it in 2 quarters. The position peaked at $581K in Q4 2017. 877 funds tracked by Wall St. Rank hold TROW as of Q2 2018.

  • Wealth Advisors of Tampa Bay reported no remaining T. Rowe Price position as of Q2 2018 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 3,070 T. Rowe Price shares in Q2 2018, an estimated $331K.
  • Wealth Advisors of Tampa Bay first reported a position in T. Rowe Price in Q4 2017 and held it in 2 quarters.
  • Wealth Advisors of Tampa Bay's T. Rowe Price position peaked at $581K in Q4 2017.
  • 877 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2018.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2018, filed 19 Jul 2018.