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Rational Advisors’s Tootsie Roll Industries TR Stock Holding History

Rational 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
2016
Q4 		– Sell
-20,071
Closed -$550K – 305
2016
Q3 		$550K Hold
20,071
– – 0.36% 101
2016
Q2 		$575K Hold
20,071
– – 0.4% 74
2016
Q1 		$522K Buy
+20,071
New +$476K 0.34% 79

Other funds holding TR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rational Advisors's TR Position: Q4 2016 in Review

Rational Advisors sold out of Tootsie Roll Industries (TR) in Q4 2016, closing a stake of 20,071 shares — an estimated $550K sold.

Rational Advisors first reported a position in TR in Q1 2016 and held it in 3 quarters. The position peaked at $575K in Q2 2016. 182 funds tracked by Wall St. Rank hold TR as of Q4 2016.

  • Rational Advisors reported no remaining Tootsie Roll Industries position as of Q4 2016 after selling out during the quarter.
  • Rational Advisors sold 20,071 Tootsie Roll Industries shares in Q4 2016, an estimated $550K.
  • Rational Advisors first reported a position in Tootsie Roll Industries in Q1 2016 and held it in 3 quarters.
  • Rational Advisors's Tootsie Roll Industries position peaked at $575K in Q2 2016.
  • 182 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2016.

Based on Rational Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.