ROPES WEALTH ADVISORS LLC quarter change: Foreign Stocks, Unchanged
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).
- RIO: Country of operation —; Class SPONSORED ADR; Shares 2016-06-30 6,770; Shares 2016-09-30 6,770.
- HSBC: Country of operation —; Class SPON ADR NEW; Shares 2016-06-30 1,364; Shares 2016-09-30 1,364.
- BHP: Country of operation —; Class SPONSORED ADR; Shares 2016-06-30 1,040; Shares 2016-09-30 1,040.
- TM: Country of operation —; Class SP ADR REP2COM; Shares 2016-06-30 300; Shares 2016-09-30 300.
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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