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

Sutton 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
2018
Q4 		– Sell
-80
Closed -$820 – 1178
2018
Q3 		$820 Hold
80
– – ﹤0.01% 1053
2018
Q2 		$915 Hold
80
– – ﹤0.01% 1062
2018
Q1 		$962 Hold
80
– – ﹤0.01% 1052
2017
Q4 		$944 Hold
80
– – ﹤0.01% 1014
2017
Q3 		$946 Hold
80
– – ﹤0.01% 1004
2017
Q2 		$941 Buy
+80
New +$953 ﹤0.01% 999

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

Sutton Wealth Advisors's RMCF Position: Q4 2018 in Review

Sutton Wealth Advisors sold out of Rocky Mountain Chocolate Factory (RMCF) in Q4 2018, closing a stake of 80 shares — an estimated $820 sold.

Sutton Wealth Advisors first reported a position in RMCF in Q2 2017 and held it in 6 quarters. The position peaked at $962 in Q1 2018. 34 funds tracked by Wall St. Rank hold RMCF as of Q4 2018.

  • Sutton Wealth Advisors reported no remaining Rocky Mountain Chocolate Factory position as of Q4 2018 after selling out during the quarter.
  • Sutton Wealth Advisors sold 80 Rocky Mountain Chocolate Factory shares in Q4 2018, an estimated $820.
  • Sutton Wealth Advisors first reported a position in Rocky Mountain Chocolate Factory in Q2 2017 and held it in 6 quarters.
  • Sutton Wealth Advisors's Rocky Mountain Chocolate Factory position peaked at $962 in Q1 2018.
  • 34 funds tracked by Wall St. Rank held Rocky Mountain Chocolate Factory as of Q4 2018.

Based on Sutton Wealth Advisors's 13F filing for Q4 2018, filed 6 Nov 2023.