AWM
ROST icon

Altavista Wealth Management’s Ross Stores ROST Stock Holding History

Altavista Wealth Management’s Portfolio ROST Stock Details ROST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,227
Closed -$213K – 129
2017
Q1 		$213K Hold
3,227
– – 0.11% 123
2016
Q4 		$212K Sell
3,227
-175
-5% -$11.5K 0.11% 121
2016
Q3 		$219K Buy
+3,402
New +$209K 0.12% 122

Other funds holding ROST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Altavista Wealth Management's ROST Position: Q2 2017 in Review

Altavista Wealth Management sold out of Ross Stores (ROST) in Q2 2017, closing a stake of 3,227 shares — an estimated $213K sold.

Altavista Wealth Management first reported a position in ROST in Q3 2016 and held it in 3 quarters. The position peaked at $219K in Q3 2016. 673 funds tracked by Wall St. Rank hold ROST as of Q2 2017.

  • Altavista Wealth Management reported no remaining Ross Stores position as of Q2 2017 after selling out during the quarter.
  • Altavista Wealth Management sold 3,227 Ross Stores shares in Q2 2017, an estimated $213K.
  • Altavista Wealth Management first reported a position in Ross Stores in Q3 2016 and held it in 3 quarters.
  • Altavista Wealth Management's Ross Stores position peaked at $219K in Q3 2016.
  • 673 funds tracked by Wall St. Rank held Ross Stores as of Q2 2017.

Based on Altavista Wealth Management's 13F filing for Q2 2017, filed 15 Aug 2017.