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HC Financial Advisors’s Tootsie Roll Industries TR Stock Holding History

HC Financial Advisors’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
2020
Q3 		– Sell
-521
Closed -$15K – 400
2020
Q2 		$15K Buy
521
+15
+3% +$445 0.01% 201
2020
Q1 		$15K Buy
+506
New +$14.3K 0.01% 198

Other funds holding TR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

HC Financial Advisors's TR Position: Q3 2020 in Review

HC Financial Advisors sold out of Tootsie Roll Industries (TR) in Q3 2020, closing a stake of 521 shares — an estimated $15K sold.

HC Financial Advisors first reported a position in TR in Q1 2020 and held it in 2 quarters. The position peaked at $15K in Q2 2020. 183 funds tracked by Wall St. Rank hold TR as of Q3 2020.

  • HC Financial Advisors reported no remaining Tootsie Roll Industries position as of Q3 2020 after selling out during the quarter.
  • HC Financial Advisors sold 521 Tootsie Roll Industries shares in Q3 2020, an estimated $15K.
  • HC Financial Advisors first reported a position in Tootsie Roll Industries in Q1 2020 and held it in 2 quarters.
  • HC Financial Advisors's Tootsie Roll Industries position peaked at $15K in Q2 2020.
  • 183 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2020.

Based on HC Financial Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.