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Wagner Wealth Management (South Carolina)’s Tootsie Roll Industries TR Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$0 Hold
15
– – ﹤0.01% 734
2018
Q2 		$0 Hold
15
– – ﹤0.01% 709
2018
Q1 		$0 Buy
+15
New +$389 ﹤0.01% 682
2017
Q4 		– Hold
0
– – – 758

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s TR Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Tootsie Roll Industries (TR) position steady in Q3 2018 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Wagner Wealth Management (South Carolina) first reported a position in TR in Q1 2018 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold TR as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 15 shares of Tootsie Roll Industries worth $0 as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Tootsie Roll Industries share count unchanged in Q3 2018.
  • Tootsie Roll Industries made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #734 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Tootsie Roll Industries in Q1 2018 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.