Archford Capital Strategies’s Toyota TM Stock Holding History

Archford Capital Strategies’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
2017 Q1	–	Sell	-8	Closed	–	–	768
2016 Q4	$0	Hold	8	–	–	﹤0.01%	745
2016 Q3	$0	Sell	8 -8	-50%	-$916	﹤0.01%	718
2016 Q2	$2K	Buy	+16	New	+$1.64K	﹤0.01%	595
2016 Q1	–	Sell	-292	Closed	-$37K	–	560
2015 Q4	$37K	Hold	292	–	–	0.02%	291
2015 Q3	$35K	Buy	292 +13	+5%	+$1.63K	0.03%	216
2015 Q2	$38K	Hold	279	–	–	0.03%	215
2015 Q1	$39K	Sell	279 -9	-3%	-$1.2K	0.03%	221
2014 Q4	$36K	Buy	288 +266	+1,209%	+$32K	0.03%	238
2014 Q3	$3K	Hold	22	–	–	﹤0.01%	463
2014 Q2	$2.63K	Hold	22	–	–	﹤0.01%	626
2014 Q1	$2.48K	Buy	+22	New	+$2.54K	﹤0.01%	620

Other funds holding TM

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

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

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

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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

NIMC

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

Archford Capital Strategies's TM Position: Q1 2017 in Review

Archford Capital Strategies sold out of Toyota (TM) in Q1 2017, closing a stake of 8 shares.

Archford Capital Strategies first reported a position in TM in Q1 2014 and held it in 11 quarters. The position peaked at $39K in Q1 2015. 333 funds tracked by Wall St. Rank hold TM as of Q1 2017.

Archford Capital Strategies reported no remaining Toyota position as of Q1 2017 after selling out during the quarter.
Archford Capital Strategies sold 8 Toyota shares in Q1 2017.
Archford Capital Strategies first reported a position in Toyota in Q1 2014 and held it in 11 quarters.
Archford Capital Strategies's Toyota position peaked at $39K in Q1 2015.
333 funds tracked by Wall St. Rank held Toyota as of Q1 2017.

Based on Archford Capital Strategies's 13F filing for Q1 2017, filed 16 May 2017.