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

Northwest 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
2019 Q2	–	Sell	-1,077	Closed	-$33K	–	434
2019 Q1	$33K	Buy	1,077 +23	+2%	+$648	0.02%	254
2018 Q4	$28K	Hold	1,054	–	–	0.02%	252
2018 Q3	$24K	Hold	1,054	–	–	0.02%	286
2018 Q2	$26K	Hold	1,054	–	–	0.02%	279
2018 Q1	$25K	Buy	+1,054	New	+$27.4K	0.02%	288

Other funds holding TR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

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

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

Northwest Wealth Management's TR Position: Q2 2019 in Review

Northwest Wealth Management sold out of Tootsie Roll Industries (TR) in Q2 2019, closing a stake of 1,077 shares — an estimated $33K sold.

Northwest Wealth Management first reported a position in TR in Q1 2018 and held it in 5 quarters. The position peaked at $33K in Q1 2019. 187 funds tracked by Wall St. Rank hold TR as of Q2 2019.

Northwest Wealth Management reported no remaining Tootsie Roll Industries position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 1,077 Tootsie Roll Industries shares in Q2 2019, an estimated $33K.
Northwest Wealth Management first reported a position in Tootsie Roll Industries in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Tootsie Roll Industries position peaked at $33K in Q1 2019.
187 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.