YorkBridge Wealth Partners’s Tootsie Roll Industries TR Stock Holding History

YorkBridge Wealth Partners’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 Q2	–	Sell	-58	Closed	-$1K	–	872
2018 Q1	$1K	Sell	58 -19	-25%	-$493	﹤0.01%	826
2017 Q4	$2K	Buy	77 +3	+4%	+$84	﹤0.01%	814
2017 Q3	$2K	Hold	74	–	–	﹤0.01%	801
2017 Q2	$2K	Hold	74	–	–	﹤0.01%	795
2017 Q1	$2K	Sell	74 -1	-1%	-$29	﹤0.01%	782
2016 Q4	$2K	Buy	+75	New	+$2.09K	﹤0.01%	778

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

YorkBridge Wealth Partners's TR Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Tootsie Roll Industries (TR) in Q2 2018, closing a stake of 58 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in TR in Q4 2016 and held it in 6 quarters. The position peaked at $2K in Q4 2017. 173 funds tracked by Wall St. Rank hold TR as of Q2 2018.

YorkBridge Wealth Partners reported no remaining Tootsie Roll Industries position as of Q2 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 58 Tootsie Roll Industries shares in Q2 2018, an estimated $1K.
YorkBridge Wealth Partners first reported a position in Tootsie Roll Industries in Q4 2016 and held it in 6 quarters.
YorkBridge Wealth Partners's Tootsie Roll Industries position peaked at $2K in Q4 2017.
173 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.