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Next Financial Group’s Tootsie Roll Industries TR Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-364
Closed -$11K – 2268
2016
Q4 		$11K Hold
364
– – ﹤0.01% 1620
2016
Q3 		$10K Buy
+364
New +$10.2K ﹤0.01% 1660
2014
Q4 		– Sell
-366
Closed -$7K – 2340
2014
Q3 		$7K Buy
+366
New +$7.18K ﹤0.01% 1947

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's TR Position: Q1 2017 in Review

Next Financial Group sold out of Tootsie Roll Industries (TR) in Q1 2017, closing a stake of 364 shares — an estimated $11K sold.

Next Financial Group first reported a position in TR in Q3 2014 and held it in 3 quarters. The position peaked at $11K in Q4 2016. 173 funds tracked by Wall St. Rank hold TR as of Q1 2017.

  • Next Financial Group reported no remaining Tootsie Roll Industries position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 364 Tootsie Roll Industries shares in Q1 2017, an estimated $11K.
  • Next Financial Group first reported a position in Tootsie Roll Industries in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's Tootsie Roll Industries position peaked at $11K in Q4 2016.
  • 173 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.