Apriem Advisors’s Toyota TM Stock Holding History

Apriem Advisors’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-200	Closed	-$26K	–	358
2018 Q2	$26K	Buy	+200	New	+$26.4K	0.01%	311
2017 Q2	–	Sell	-300	Closed	-$33K	–	497
2017 Q1	$33K	Hold	300	–	–	0.01%	280
2016 Q4	$35K	Hold	300	–	–	0.01%	274
2016 Q3	$35K	Hold	300	–	–	0.01%	263
2016 Q2	$30K	Buy	300 +100	+50%	+$10.3K	0.01%	287
2016 Q1	$21K	Hold	200	–	–	0.01%	303
2015 Q4	$25K	Hold	200	–	–	0.01%	269
2015 Q3	$23K	Hold	200	–	–	0.01%	275
2015 Q2	$27K	Buy	200 +50	+33%	+$6.89K	0.01%	280
2015 Q1	$21K	Hold	150	–	–	0.01%	314
2014 Q4	$19K	Sell	150 -134	-47%	-$16.1K	0.01%	306
2014 Q3	$33K	Buy	+284	New	+$33.5K	0.01%	253

Other funds holding TM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Apriem Advisors's TM Position: Q3 2018 in Review

Apriem Advisors sold out of Toyota (TM) in Q3 2018, closing a stake of 200 shares — an estimated $26K sold.

Apriem Advisors first reported a position in TM in Q3 2014 and held it in 12 quarters. The position peaked at $35K in Q4 2016. 337 funds tracked by Wall St. Rank hold TM as of Q3 2018.

Apriem Advisors reported no remaining Toyota position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 200 Toyota shares in Q3 2018, an estimated $26K.
Apriem Advisors first reported a position in Toyota in Q3 2014 and held it in 12 quarters.
Apriem Advisors's Toyota position peaked at $35K in Q4 2016.
337 funds tracked by Wall St. Rank held Toyota as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.