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River Wealth Advisors’s Rocky Mountain Chocolate Factory RMCF Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-486
Closed -$4K – 400
2018
Q4 		$4K Hold
486
– – ﹤0.01% 484
2018
Q3 		$5K Hold
486
– – ﹤0.01% 500
2018
Q2 		$6K Buy
+486
New +$5.6K ﹤0.01% 489

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 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

River Wealth Advisors's RMCF Position: Q1 2019 in Review

River Wealth Advisors sold out of Rocky Mountain Chocolate Factory (RMCF) in Q1 2019, closing a stake of 486 shares — an estimated $4K sold.

River Wealth Advisors first reported a position in RMCF in Q2 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2018. 31 funds tracked by Wall St. Rank hold RMCF as of Q1 2019.

  • River Wealth Advisors reported no remaining Rocky Mountain Chocolate Factory position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 486 Rocky Mountain Chocolate Factory shares in Q1 2019, an estimated $4K.
  • River Wealth Advisors first reported a position in Rocky Mountain Chocolate Factory in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Rocky Mountain Chocolate Factory position peaked at $6K in Q2 2018.
  • 31 funds tracked by Wall St. Rank held Rocky Mountain Chocolate Factory as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.