Clifford Swan Investment Counsel’s Tootsie Roll Industries TR Stock Holding History

Clifford Swan Investment Counsel’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
2017 Q4	–	Sell	-7,022	Closed	-$205K	–	322
2017 Q3	$205K	Buy	+7,022	New	+$198K	0.01%	299
2015 Q2	–	Sell	-8,366	Closed	-$205K	–	264
2015 Q1	$205K	Buy	+8,366	New	+$192K	0.01%	247
2014 Q1	–	Sell	-12,126	Closed	-$269K	–	251
2013 Q4	$269K	Hold	12,126	–	–	0.02%	210
2013 Q3	$254K	Hold	12,126	–	–	0.02%	203
2013 Q2	$262K	Buy	+12,126	New	+$258K	0.02%	197

Other funds holding TR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $13.1B AUM 24.63% 1-Year Est. Return

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

Clifford Swan Investment Counsel's TR Position: Q4 2017 in Review

Clifford Swan Investment Counsel sold out of Tootsie Roll Industries (TR) in Q4 2017, closing a stake of 7,022 shares — an estimated $205K sold.

Clifford Swan Investment Counsel first reported a position in TR in Q2 2013 and held it in 5 quarters. The position peaked at $269K in Q4 2013. 178 funds tracked by Wall St. Rank hold TR as of Q4 2017.

Clifford Swan Investment Counsel reported no remaining Tootsie Roll Industries position as of Q4 2017 after selling out during the quarter.
Clifford Swan Investment Counsel sold 7,022 Tootsie Roll Industries shares in Q4 2017, an estimated $205K.
Clifford Swan Investment Counsel first reported a position in Tootsie Roll Industries in Q2 2013 and held it in 5 quarters.
Clifford Swan Investment Counsel's Tootsie Roll Industries position peaked at $269K in Q4 2013.
178 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2017.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.