GSWM
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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

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Dimensional Fund Advisors
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BlackRock
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RA
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return