Wealthspire Advisors (Maryland)’s Tootsie Roll Industries TR Stock Holding History

Wealthspire Advisors (Maryland)’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	-48	Closed	-$1K	–	1894
2019 Q1	$1K	Sell	48 -31	-39%	-$874	﹤0.01%	2392
2018 Q4	$2K	Buy	79 +59	+295%	+$1.51K	﹤0.01%	2136
2018 Q3	$0	Hold	20	–	–	﹤0.01%	2507
2018 Q2	$0	Hold	20	–	–	﹤0.01%	2577
2018 Q1	$0	Sell	20 -110	-85%	-$2.86K	﹤0.01%	2641
2017 Q4	$4K	Hold	130	–	–	﹤0.01%	1923
2017 Q3	$4K	Buy	130 +126	+3,150%	+$3.56K	﹤0.01%	1868
2017 Q2	$0	Sell	4 -8	-67%	-$222	﹤0.01%	2276
2017 Q1	$0	Hold	12	–	–	﹤0.01%	2010
2016 Q4	$0	Hold	12	–	–	﹤0.01%	1840
2016 Q3	$0	Hold	12	–	–	﹤0.01%	1804
2016 Q2	$0	Hold	12	–	–	﹤0.01%	1802
2016 Q1	$0	Hold	12	–	–	﹤0.01%	1839
2015 Q4	$0	Buy	+12	New	+$276	﹤0.01%	1769

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

Wealthspire Advisors (Maryland)'s TR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Tootsie Roll Industries (TR) in Q2 2019, closing a stake of 48 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in TR in Q4 2015 and held it in 14 quarters. The position peaked at $4K in Q4 2017. 187 funds tracked by Wall St. Rank hold TR as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Tootsie Roll Industries position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 48 Tootsie Roll Industries shares in Q2 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in Tootsie Roll Industries in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Tootsie Roll Industries position peaked at $4K in Q4 2017.
187 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.