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Avantax Planning Partners’s Rocky Mountain Chocolate Factory RMCF Stock Holding History

Avantax Planning Partners’s Portfolio RMCF Stock Details RMCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$2K – 997
2018
Q3 		$2K Buy
+200
New +$2.09K ﹤0.01% 1358
2018
Q2 		– Sell
-200
Closed -$2K – 1205
2018
Q1 		$2K Buy
+200
New +$2.44K ﹤0.01% 1624

Other funds holding RMCF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
THWM
Taylor Hoffman Wealth Management Richmond, Virginia $245M AUM 26.27% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Avantax Planning Partners's RMCF Position: Q4 2018 in Review

Avantax Planning Partners sold out of Rocky Mountain Chocolate Factory (RMCF) in Q4 2018, closing a stake of 200 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in RMCF in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 34 funds tracked by Wall St. Rank hold RMCF as of Q4 2018.

  • Avantax Planning Partners reported no remaining Rocky Mountain Chocolate Factory position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 200 Rocky Mountain Chocolate Factory shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Rocky Mountain Chocolate Factory in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Rocky Mountain Chocolate Factory position peaked at $2K in Q3 2018.
  • 34 funds tracked by Wall St. Rank held Rocky Mountain Chocolate Factory as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.