MWM
ROST icon

Meridian Wealth Management’s Ross Stores ROST Stock Holding History

Meridian 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
-3,508
Closed -$231K – 178
2017
Q1 		$231K Sell
3,508
-950
-21% -$63.5K 0.14% 148
2016
Q4 		$292K Buy
+4,458
New +$292K 0.23% 90

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

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

Meridian Wealth Management sold out of Ross Stores (ROST) in Q2 2017, closing a stake of 3,508 shares — an estimated $231K sold.

Meridian Wealth Management first reported a position in ROST in Q4 2016 and held it in 2 quarters. The position peaked at $292K in Q4 2016. 673 funds tracked by Wall St. Rank hold ROST as of Q2 2017.

  • Meridian Wealth Management reported no remaining Ross Stores position as of Q2 2017 after selling out during the quarter.
  • Meridian Wealth Management sold 3,508 Ross Stores shares in Q2 2017, an estimated $231K.
  • Meridian Wealth Management first reported a position in Ross Stores in Q4 2016 and held it in 2 quarters.
  • Meridian Wealth Management's Ross Stores position peaked at $292K in Q4 2016.
  • 673 funds tracked by Wall St. Rank held Ross Stores as of Q2 2017.

Based on Meridian Wealth Management's 13F filing for Q2 2017, filed 25 Jul 2017.