GSWM
TRC icon

Golden State Wealth Management’s Tejon Ranch TRC Stock Holding History

Golden State Wealth Management’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-101
Closed -$2K – 854
2019
Q3 		$2K Hold
101
– – ﹤0.01% 990
2019
Q2 		$1K Hold
101
– – ﹤0.01% 1038
2019
Q1 		$2K Buy
+101
New +$1.86K ﹤0.01% 1032

Other funds holding TRC

TL
TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Golden State Wealth Management's TRC Position: Q4 2019 in Review

Golden State Wealth Management sold out of Tejon Ranch (TRC) in Q4 2019, closing a stake of 101 shares — an estimated $2K sold.

Golden State Wealth Management first reported a position in TRC in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 89 funds tracked by Wall St. Rank hold TRC as of Q4 2019.

  • Golden State Wealth Management reported no remaining Tejon Ranch position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 101 Tejon Ranch shares in Q4 2019, an estimated $2K.
  • Golden State Wealth Management first reported a position in Tejon Ranch in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Tejon Ranch position peaked at $2K in Q3 2019.
  • 89 funds tracked by Wall St. Rank held Tejon Ranch as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.