IWMPD
TR icon

Integrated Wealth Management (Palm Desert)’s Tootsie Roll Industries TR Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-12
Closed – – 932
2016
Q3 		$0 Hold
12
– – ﹤0.01% 1315
2016
Q2 		$0 Hold
12
– – ﹤0.01% 1374
2016
Q1 		$0 Hold
12
– – ﹤0.01% 1322
2015
Q4 		$0 Hold
12
– – ﹤0.01% 1384
2015
Q3 		$0 Hold
12
– – ﹤0.01% 1381
2015
Q2 		$0 Hold
12
– – ﹤0.01% 1464
2015
Q1 		$0 Buy
+12
New +$275 ﹤0.01% 1362

Other funds holding TR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RC
Reik & Co New York $384M AUM 6.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s TR Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Tootsie Roll Industries (TR) in Q4 2016, closing a stake of 12 shares.

Integrated Wealth Management (Palm Desert) first reported a position in TR in Q1 2015 and held it in 7 quarters. The position peaked at $0 in Q3 2016. 182 funds tracked by Wall St. Rank hold TR as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Tootsie Roll Industries position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 12 Tootsie Roll Industries shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Tootsie Roll Industries in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Tootsie Roll Industries position peaked at $0 in Q3 2016.
  • 182 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.