ROPES WEALTH ADVISORS LLC quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2016-06-30 to 2016-09-30, ROPES WEALTH ADVISORS LLC opened 1 positions, added to 3, reduced 1, sold out of 0 and left 9 unchanged. The largest increase in value was VOD (+$28,000); the largest decrease was BP (-$105,000).
- ULXXXX: Country of operation —; Class SPON ADR NEW; Shares 2016-06-30 250; Shares 2016-09-30 585.
- NVS: Country of operation —; Class SPONSORED ADR; Shares 2016-06-30 4,340; Shares 2016-09-30 4,490.
- NVO: Country of operation —; Class ADR; Shares 2016-06-30 875; Shares 2016-09-30 1,141.
Two Form 13F-HR filings compared (SEC CIK 1641652): 2016-06-30 (filed 2016-08-08) and 2016-09-30 (filed 2016-11-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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