Destination Wealth Management’s Tootsie Roll Industries TR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-113
Closed -$3K 721
2018
Q4
$3K Hold
113
﹤0.01% 474
2018
Q3
$3K Hold
113
﹤0.01% 553
2018
Q2
$3K Buy
113
+3
+3% +$69 ﹤0.01% 464
2018
Q1
$3K Buy
+110
New +$2.86K ﹤0.01% 490

Other funds holding TR

Destination Wealth Management's TR Position: Q1 2019 in Review

Destination Wealth Management sold out of Tootsie Roll Industries (TR) in Q1 2019, closing a stake of 113 shares — an estimated $3K sold.

Destination Wealth Management first reported a position in TR in Q1 2018 and held it in 4 quarters. The position peaked at $3K in Q4 2018. 188 funds tracked by Wall St. Rank hold TR as of Q1 2019.

  • Destination Wealth Management reported no remaining Tootsie Roll Industries position as of Q1 2019 after selling out during the quarter.
  • Destination Wealth Management sold 113 Tootsie Roll Industries shares in Q1 2019, an estimated $3K.
  • Destination Wealth Management first reported a position in Tootsie Roll Industries in Q1 2018 and held it in 4 quarters.
  • Destination Wealth Management's Tootsie Roll Industries position peaked at $3K in Q4 2018.
  • 188 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2019.

Based on Destination Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.