Certified Advisory Corp’s Tootsie Roll Industries TR Stock Holding History

Certified Advisory Corp’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 Q4	–	Sell	-774	Closed	-$18K	–	787
2018 Q3	$18K	Buy	774 +3	+0.4%	+$70	0.01%	472
2018 Q2	$19K	Buy	771 +21	+3%	+$485	0.01%	443
2018 Q1	$17K	Sell	750 -17	-2%	-$441	0.01%	440
2017 Q4	$21K	Buy	+767	New	+$21.5K	0.02%	367

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 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

Certified Advisory Corp's TR Position: Q4 2018 in Review

Certified Advisory Corp sold out of Tootsie Roll Industries (TR) in Q4 2018, closing a stake of 774 shares — an estimated $18K sold.

Certified Advisory Corp first reported a position in TR in Q4 2017 and held it in 4 quarters. The position peaked at $21K in Q4 2017. 178 funds tracked by Wall St. Rank hold TR as of Q4 2018.

Certified Advisory Corp reported no remaining Tootsie Roll Industries position as of Q4 2018 after selling out during the quarter.
Certified Advisory Corp sold 774 Tootsie Roll Industries shares in Q4 2018, an estimated $18K.
Certified Advisory Corp first reported a position in Tootsie Roll Industries in Q4 2017 and held it in 4 quarters.
Certified Advisory Corp's Tootsie Roll Industries position peaked at $21K in Q4 2017.
178 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.