Apriem Advisors’s Tootsie Roll Industries TR Stock Holding History

Apriem Advisors’s Portfolio TR Stock Details TR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-448	Closed	-$11K	–	360
2018 Q2	$11K	Buy	+448	New	+$10.3K	﹤0.01%	417
2017 Q2	–	Sell	-436	Closed	-$12K	–	502
2017 Q1	$12K	Sell	436 -13	-3%	-$373	﹤0.01%	403
2016 Q4	$13K	Hold	449	–	–	﹤0.01%	417
2016 Q3	$12K	Hold	449	–	–	﹤0.01%	389
2016 Q2	$13K	Buy	449 +12	+3%	+$320	﹤0.01%	389
2016 Q1	$11K	Sell	437 -13	-3%	-$308	﹤0.01%	372
2015 Q4	$10K	Hold	450	–	–	﹤0.01%	377
2015 Q3	$10K	Hold	450	–	–	﹤0.01%	365
2015 Q2	$11K	Buy	450 +13	+3%	+$301	﹤0.01%	408
2015 Q1	$11K	Sell	437 -14	-3%	-$321	﹤0.01%	407
2014 Q4	$10K	Hold	451	–	–	﹤0.01%	374
2014 Q3	$9K	Hold	451	–	–	﹤0.01%	389
2014 Q2	$9K	Buy	+451	New	+$9.08K	﹤0.01%	350

Other funds holding TR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Apriem Advisors's TR Position: Q3 2018 in Review

Apriem Advisors sold out of Tootsie Roll Industries (TR) in Q3 2018, closing a stake of 448 shares — an estimated $11K sold.

Apriem Advisors first reported a position in TR in Q2 2014 and held it in 13 quarters. The position peaked at $13K in Q4 2016. 172 funds tracked by Wall St. Rank hold TR as of Q3 2018.

Apriem Advisors reported no remaining Tootsie Roll Industries position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 448 Tootsie Roll Industries shares in Q3 2018, an estimated $11K.
Apriem Advisors first reported a position in Tootsie Roll Industries in Q2 2014 and held it in 13 quarters.
Apriem Advisors's Tootsie Roll Industries position peaked at $13K in Q4 2016.
172 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.