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IFP Advisors’s Rocky Mountain Chocolate Factory RMCF Stock Holding History

IFP Advisors’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
2017
Q4 		– Sell
-400
Closed -$5K – 4062
2017
Q3 		$5K Hold
400
– – ﹤0.01% 3414
2017
Q2 		$5K Hold
400
– – ﹤0.01% 3425
2017
Q1 		$5K Hold
400
– – ﹤0.01% 3317
2016
Q4 		$4K Hold
400
– – ﹤0.01% 3419
2016
Q3 		$4K Hold
400
– – ﹤0.01% 3355
2016
Q2 		$4K Buy
+400
New +$4K ﹤0.01% 3264

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
THWM
Taylor Hoffman Wealth Management Richmond, Virginia $245M AUM 26.27% 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

IFP Advisors's RMCF Position: Q4 2017 in Review

IFP Advisors sold out of Rocky Mountain Chocolate Factory (RMCF) in Q4 2017, closing a stake of 400 shares — an estimated $5K sold.

IFP Advisors first reported a position in RMCF in Q2 2016 and held it in 6 quarters. The position peaked at $5K in Q3 2017. 35 funds tracked by Wall St. Rank hold RMCF as of Q4 2017.

  • IFP Advisors reported no remaining Rocky Mountain Chocolate Factory position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 400 Rocky Mountain Chocolate Factory shares in Q4 2017, an estimated $5K.
  • IFP Advisors first reported a position in Rocky Mountain Chocolate Factory in Q2 2016 and held it in 6 quarters.
  • IFP Advisors's Rocky Mountain Chocolate Factory position peaked at $5K in Q3 2017.
  • 35 funds tracked by Wall St. Rank held Rocky Mountain Chocolate Factory as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.