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WFG Advisors’s Monro MNRO Stock Holding History

WFG Advisors’s Portfolio MNRO Stock Details MNRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-15
Closed -$1K – 1754
2015
Q1 		$1K Hold
15
– – ﹤0.01% 1640
2014
Q4 		$1K Hold
15
– – ﹤0.01% 1969
2014
Q3 		$1K Sell
15
-290
-95% -$14.9K ﹤0.01% 1989
2014
Q2 		$16K Hold
305
– – ﹤0.01% 1348
2014
Q1 		$17K Hold
305
– – ﹤0.01% 1306
2013
Q4 		$17K Hold
305
– – ﹤0.01% 1401
2013
Q3 		$14K Hold
305
– – ﹤0.01% 1399
2013
Q2 		$15K Buy
+305
New +$13.4K ﹤0.01% 1320

Other funds holding MNRO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's MNRO Position: Q2 2015 in Review

WFG Advisors sold out of Monro (MNRO) in Q2 2015, closing a stake of 15 shares — an estimated $1K sold.

WFG Advisors first reported a position in MNRO in Q2 2013 and held it in 8 quarters. The position peaked at $17K in Q1 2014. 182 funds tracked by Wall St. Rank hold MNRO as of Q2 2015.

  • WFG Advisors reported no remaining Monro position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 15 Monro shares in Q2 2015, an estimated $1K.
  • WFG Advisors first reported a position in Monro in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's Monro position peaked at $17K in Q1 2014.
  • 182 funds tracked by Wall St. Rank held Monro as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.