Lenox Wealth Management’s Tootsie Roll Industries TR Stock Holding History

Lenox Wealth Management’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 Q2	$0	Hold	5	–	–	﹤0.01%	802
2020 Q1	$0	Hold	5	–	–	﹤0.01%	772
2019 Q4	$0	Hold	5	–	–	﹤0.01%	744
2019 Q3	$0	Hold	5	–	–	﹤0.01%	731
2019 Q2	$0	Hold	5	–	–	﹤0.01%	719
2019 Q1	$0	Hold	5	–	–	﹤0.01%	708
2018 Q4	$0	Hold	5	–	–	﹤0.01%	680
2018 Q3	$0	Hold	5	–	–	﹤0.01%	669
2018 Q2	$0	Hold	5	–	–	﹤0.01%	609
2018 Q1	$0	Hold	5	–	–	﹤0.01%	505
2017 Q4	$0	Hold	5	–	–	﹤0.01%	516
2017 Q3	$0	Hold	5	–	–	﹤0.01%	503
2017 Q2	$0	Hold	5	–	–	﹤0.01%	509
2017 Q1	$0	Hold	5	–	–	﹤0.01%	235
2016 Q4	$0	Hold	5	–	–	﹤0.01%	235
2016 Q3	$0	Hold	5	–	–	﹤0.01%	235
2016 Q2	$0	Hold	5	–	–	﹤0.01%	241
2016 Q1	$0	Sell	5 -1	-17%	-$24	﹤0.01%	256
2015 Q4	$0	Hold	6	–	–	﹤0.01%	266
2015 Q3	$0	Hold	6	–	–	﹤0.01%	145
2015 Q2	$0	Hold	6	–	–	﹤0.01%	150
2015 Q1	$0	Hold	6	–	–	﹤0.01%	156
2014 Q4	$0	Hold	6	–	–	﹤0.01%	159
2014 Q3	$0	Hold	6	–	–	﹤0.01%	162
2014 Q2	$0	Hold	6	–	–	﹤0.01%	174
2014 Q1	$0	Hold	6	–	–	﹤0.01%	185
2013 Q4	$0	Buy	+6	New	+$130	﹤0.01%	184

Other funds holding TR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Lenox Wealth Management's TR Position: Q2 2020 in Review

Lenox Wealth Management held its Tootsie Roll Industries (TR) position steady in Q2 2020 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Lenox Wealth Management first reported a position in TR in Q4 2013 and has held it in 27 quarters since. 204 funds tracked by Wall St. Rank hold TR as of Q2 2020.

Lenox Wealth Management held 5 shares of Tootsie Roll Industries worth $0 as of Q2 2020.
Lenox Wealth Management left its Tootsie Roll Industries share count unchanged in Q2 2020.
Tootsie Roll Industries made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #802 holding.
Lenox Wealth Management first reported a position in Tootsie Roll Industries in Q4 2013 and has held it in 27 quarters since.
204 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.