BRWM
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B. Riley Wealth Management’s Tootsie Roll Industries TR Stock Holding History

B. Riley Wealth Management’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
2014
Q2 		– Sell
-1,165
Closed -$24K – 1168
2014
Q1 		$24K Buy
+1,165
New +$24.2K 0.02% 594

Other funds holding TR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Management's TR Position: Q2 2014 in Review

B. Riley Wealth Management sold out of Tootsie Roll Industries (TR) in Q2 2014, closing a stake of 1,165 shares — an estimated $24K sold.

B. Riley Wealth Management first reported a position in TR in Q1 2014 and held it in 1 quarter. The position peaked at $24K in Q1 2014. 148 funds tracked by Wall St. Rank hold TR as of Q2 2014.

  • B. Riley Wealth Management reported no remaining Tootsie Roll Industries position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,165 Tootsie Roll Industries shares in Q2 2014, an estimated $24K.
  • B. Riley Wealth Management first reported a position in Tootsie Roll Industries in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's Tootsie Roll Industries position peaked at $24K in Q1 2014.
  • 148 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2014.

Based on B. Riley Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.