WAS
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WESPAC Advisors SoCal’s Toro Company TTC Stock Holding History

WESPAC Advisors SoCal’s Portfolio TTC Stock Details TTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,275
Closed -$276K – 83
2020
Q2 		$276K Sell
4,275
-6,030
-59% -$396K 0.13% 65
2020
Q1 		$672K Sell
10,305
-986
-9% -$74.9K 0.37% 41
2019
Q4 		$900K Sell
11,291
-709
-6% -$54.3K 0.43% 43
2019
Q3 		$880K Buy
12,000
+2,250
+23% +$161K 0.43% 43
2019
Q2 		$652K Sell
9,750
-250
-3% -$17.6K 0.35% 50
2019
Q1 		$688K Sell
10,000
-875
-8% -$55.5K 0.38% 45
2018
Q4 		$607K Sell
10,875
-375
-3% -$21.8K 0.38% 41
2018
Q3 		$674K Buy
11,250
+475
+4% +$28.9K 0.34% 51
2018
Q2 		$649K Sell
10,775
-550
-5% -$33.1K 0.37% 46
2018
Q1 		$707K Buy
11,325
+425
+4% +$27.1K 0.41% 43
2017
Q4 		$711K Buy
10,900
+2,475
+29% +$157K 0.41% 42
2017
Q3 		$522K Sell
8,425
-500
-6% -$33.5K 0.31% 55
2017
Q2 		$618K Sell
8,925
-75
-0.8% -$5.01K 0.4% 38
2017
Q1 		$562K Sell
9,000
-600
-6% -$35.8K 0.35% 47
2016
Q4 		$537K Sell
9,600
-825
-8% -$42.1K 0.35% 47
2016
Q3 		$488K Sell
10,425
-675
-6% -$31.6K 0.33% 51
2016
Q2 		$490K Sell
11,100
-600
-5% -$26.2K 0.32% 49
2016
Q1 		$504K Sell
11,700
-150
-1% -$5.76K 0.37% 46
2015
Q4 		$432K Buy
+11,850
New +$443K 0.29% 53

Other funds holding TTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return