IWA
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Intercontinental Wealth Advisors’s Tootsie Roll Industries TR Stock Holding History

Intercontinental Wealth 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
2019
Q1 		– Sell
-4
Closed – – 453
2018
Q4 		$0 Buy
+4
New +$102 ﹤0.01% 448

Other funds holding TR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Intercontinental Wealth Advisors's TR Position: Q1 2019 in Review

Intercontinental Wealth Advisors sold out of Tootsie Roll Industries (TR) in Q1 2019, closing a stake of 4 shares.

Intercontinental Wealth Advisors first reported a position in TR in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 188 funds tracked by Wall St. Rank hold TR as of Q1 2019.

  • Intercontinental Wealth Advisors reported no remaining Tootsie Roll Industries position as of Q1 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 4 Tootsie Roll Industries shares in Q1 2019.
  • Intercontinental Wealth Advisors first reported a position in Tootsie Roll Industries in Q4 2018 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's Tootsie Roll Industries position peaked at $0 in Q4 2018.
  • 188 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.