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Aris Wealth Services’s Toyota TM Stock Holding History

Aris Wealth Services’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
2015
Q3 		$20K Sell
167
-54
-24% -$6.77K 0.04% 169
2015
Q2 		$30K Buy
221
+207
+1,479% +$28.5K 0.03% 277
2015
Q1 		$2K Buy
+14
New +$1.87K ﹤0.01% 485

Other funds holding TM

BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aris Wealth Services's TM Position: Q3 2015 in Review

Aris Wealth Services reduced its Toyota (TM) stake by 24% in Q3 2015, selling an estimated $6.77K and leaving 167 shares worth $20K. The position accounts for 0.04% of the portfolio, ranked #169.

Aris Wealth Services first reported a position in TM in Q1 2015 and has held it in 3 quarters since. The position peaked at $30K in Q2 2015. 372 funds tracked by Wall St. Rank hold TM as of Q3 2015.

  • Aris Wealth Services held 167 shares of Toyota worth $20K as of Q3 2015.
  • Aris Wealth Services sold 54 Toyota shares in Q3 2015, an estimated $6.77K.
  • Toyota made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #169 holding.
  • Aris Wealth Services first reported a position in Toyota in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Toyota position peaked at $30K in Q2 2015.
  • 372 funds tracked by Wall St. Rank held Toyota as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.