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WESPAC Advisors SoCal’s Rocky Mountain Chocolate Factory RMCF Stock Holding History

WESPAC Advisors SoCal’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
Q2 		– Sell
-210
Closed -$2K – 217
2018
Q1 		$2K Buy
+210
New +$2.56K ﹤0.01% 244

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THWM
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Dimensional Fund Advisors
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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
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

WESPAC Advisors SoCal's RMCF Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of Rocky Mountain Chocolate Factory (RMCF) in Q2 2018, closing a stake of 210 shares — an estimated $2K sold.

WESPAC Advisors SoCal first reported a position in RMCF in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 34 funds tracked by Wall St. Rank hold RMCF as of Q2 2018.

  • WESPAC Advisors SoCal reported no remaining Rocky Mountain Chocolate Factory position as of Q2 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 210 Rocky Mountain Chocolate Factory shares in Q2 2018, an estimated $2K.
  • WESPAC Advisors SoCal first reported a position in Rocky Mountain Chocolate Factory in Q1 2018 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Rocky Mountain Chocolate Factory position peaked at $2K in Q1 2018.
  • 34 funds tracked by Wall St. Rank held Rocky Mountain Chocolate Factory as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.