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WFG Advisors’s Ross Stores ROST Stock Holding History

WFG Advisors’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
Q1 		– Sell
-4,269
Closed -$280K – 1635
2016
Q4 		$280K Buy
4,269
+64
+2% +$4.19K 0.07% 296
2016
Q3 		$270K Buy
4,205
+160
+4% +$9.84K 0.07% 293
2016
Q2 		$229K Sell
4,045
-61
-1% -$3.39K 0.06% 299
2016
Q1 		$238K Buy
4,106
+639
+18% +$35.5K 0.07% 267
2015
Q4 		$187K Buy
3,467
+247
+8% +$12.6K 0.06% 303
2015
Q3 		$156K Sell
3,220
-534
-14% -$27.3K 0.05% 345
2015
Q2 		$182K Buy
+3,754
New +$189K 0.05% 370
2015
Q1 		– Sell
-18
Closed -$1K – 2021
2014
Q4 		$1K Sell
18
-682
-97% -$28.8K ﹤0.01% 1981
2014
Q3 		$26K Sell
700
-240
-26% -$8.35K ﹤0.01% 1177
2014
Q2 		$31K Buy
+940
New +$32.3K 0.01% 1096
2014
Q1 		– Sell
-2,820
Closed -$106K – 2185
2013
Q4 		$106K Sell
2,820
-64
-2% -$2.4K 0.02% 719
2013
Q3 		$105K Buy
2,884
+718
+33% +$24.5K 0.02% 693
2013
Q2 		$70K Buy
+2,166
New +$69.4K 0.01% 770

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WFG Advisors's ROST Position: Q1 2017 in Review

WFG Advisors sold out of Ross Stores (ROST) in Q1 2017, closing a stake of 4,269 shares — an estimated $280K sold.

WFG Advisors first reported a position in ROST in Q2 2013 and held it in 13 quarters. The position peaked at $280K in Q4 2016. 707 funds tracked by Wall St. Rank hold ROST as of Q1 2017.

  • WFG Advisors reported no remaining Ross Stores position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 4,269 Ross Stores shares in Q1 2017, an estimated $280K.
  • WFG Advisors first reported a position in Ross Stores in Q2 2013 and held it in 13 quarters.
  • WFG Advisors's Ross Stores position peaked at $280K in Q4 2016.
  • 707 funds tracked by Wall St. Rank held Ross Stores as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.