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Burt Wealth Advisors’s Ross Stores ROST Stock Holding History

Burt Wealth Advisors’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
Q1 		– Sell
-28
Closed -$2K – 380
2016
Q4 		$2K Hold
28
– – ﹤0.01% 354
2016
Q3 		$1K Hold
28
– – ﹤0.01% 382
2016
Q2 		$1K Hold
28
– – ﹤0.01% 392
2016
Q1 		$2K Hold
28
– – ﹤0.01% 460
2015
Q4 		$1K Hold
28
– – ﹤0.01% 503
2015
Q3 		$1K Hold
28
– – ﹤0.01% 374
2015
Q2 		$1K Hold
28
– – ﹤0.01% 377
2015
Q1 		$1K Hold
28
– – ﹤0.01% 343
2014
Q4 		$1K Buy
+28
New +$1.18K ﹤0.01% 343

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Burt Wealth Advisors's ROST Position: Q1 2017 in Review

Burt Wealth Advisors sold out of Ross Stores (ROST) in Q1 2017, closing a stake of 28 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in ROST in Q4 2014 and held it in 9 quarters. The position peaked at $2K in Q4 2016. 707 funds tracked by Wall St. Rank hold ROST as of Q1 2017.

  • Burt Wealth Advisors reported no remaining Ross Stores position as of Q1 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 28 Ross Stores shares in Q1 2017, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Ross Stores in Q4 2014 and held it in 9 quarters.
  • Burt Wealth Advisors's Ross Stores position peaked at $2K in Q4 2016.
  • 707 funds tracked by Wall St. Rank held Ross Stores as of Q1 2017.

Based on Burt Wealth Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.