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WFG Advisors’s Roper Technologies ROP Stock Holding History

WFG Advisors’s Portfolio ROP Stock Details ROP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$182K Hold
785
– – 0.04% 387
2017
Q1 		$162K Buy
785
+281
+56% +$56.3K 0.04% 375
2016
Q4 		$92K Buy
504
+4
+0.8% +$717 0.02% 544
2016
Q3 		$91K Hold
500
– – 0.02% 543
2016
Q2 		$85K Buy
500
+100
+25% +$17.5K 0.02% 542
2016
Q1 		$73K Hold
400
– – 0.02% 563
2015
Q4 		$76K Sell
400
-150
-27% -$27.5K 0.02% 543
2015
Q3 		$86K Hold
550
– – 0.03% 487
2015
Q2 		$95K Hold
550
– – 0.03% 544
2015
Q1 		$95K Sell
550
-33
-6% -$5.34K 0.03% 548
2014
Q4 		$91K Sell
583
-102
-15% -$15.6K 0.02% 671
2014
Q3 		$100K Hold
685
– – 0.02% 666
2014
Q2 		$100K Sell
685
-26
-4% -$3.63K 0.02% 664
2014
Q1 		$95K Hold
711
– – 0.02% 652
2013
Q4 		$99K Sell
711
-119
-14% -$15.5K 0.01% 742
2013
Q3 		$110K Sell
830
-51
-6% -$6.55K 0.02% 674
2013
Q2 		$109K Buy
+881
New +$108K 0.02% 639

Other funds holding ROP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

WFG Advisors's ROP Position: Q2 2017 in Review

WFG Advisors held its Roper Technologies (ROP) position steady in Q2 2017 at 785 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #387.

WFG Advisors first reported a position in ROP in Q2 2013 and has held it in 17 quarters since. 595 funds tracked by Wall St. Rank hold ROP as of Q2 2017.

  • WFG Advisors held 785 shares of Roper Technologies worth $182K as of Q2 2017.
  • WFG Advisors left its Roper Technologies share count unchanged in Q2 2017.
  • Roper Technologies made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #387 holding.
  • WFG Advisors first reported a position in Roper Technologies in Q2 2013 and has held it in 17 quarters since.
  • 595 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.