WA
TR icon

WFG Advisors’s Tootsie Roll Industries TR Stock Holding History

WFG 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
2015
Q1 		– Sell
-44
Closed -$1K – 2081
2014
Q4 		$1K Hold
44
– – ﹤0.01% 1993
2014
Q3 		$1K Hold
44
– – ﹤0.01% 2011
2014
Q2 		$1K Hold
44
– – ﹤0.01% 1924
2014
Q1 		$1K Sell
44
-2
-4% -$41 ﹤0.01% 1916
2013
Q4 		$1K Hold
46
– – ﹤0.01% 2126
2013
Q3 		$1K Hold
46
– – ﹤0.01% 2075
2013
Q2 		$1K Buy
+46
New +$978 ﹤0.01% 1990

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 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

WFG Advisors's TR Position: Q1 2015 in Review

WFG Advisors sold out of Tootsie Roll Industries (TR) in Q1 2015, closing a stake of 44 shares — an estimated $1K sold.

WFG Advisors first reported a position in TR in Q2 2013 and held it in 7 quarters. The position peaked at $1K in Q4 2014. 161 funds tracked by Wall St. Rank hold TR as of Q1 2015.

  • WFG Advisors reported no remaining Tootsie Roll Industries position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 44 Tootsie Roll Industries shares in Q1 2015, an estimated $1K.
  • WFG Advisors first reported a position in Tootsie Roll Industries in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Tootsie Roll Industries position peaked at $1K in Q4 2014.
  • 161 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.