Bellecapital’s Toyota TM Stock Holding History

Bellecapital’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 Q2	–	Sell	-2,140	Closed	-$232K	–	78
2017 Q1	$232K	Buy	2,140 +350	+20%	+$40.2K	0.21%	66
2016 Q4	$210K	Buy	+1,790	New	+$209K	0.19%	73

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

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

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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

PPA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Bellecapital's TM Position: Q2 2017 in Review

Bellecapital sold out of Toyota (TM) in Q2 2017, closing a stake of 2,140 shares — an estimated $232K sold.

Bellecapital first reported a position in TM in Q4 2016 and held it in 2 quarters. The position peaked at $232K in Q1 2017. 305 funds tracked by Wall St. Rank hold TM as of Q2 2017.

Bellecapital reported no remaining Toyota position as of Q2 2017 after selling out during the quarter.
Bellecapital sold 2,140 Toyota shares in Q2 2017, an estimated $232K.
Bellecapital first reported a position in Toyota in Q4 2016 and held it in 2 quarters.
Bellecapital's Toyota position peaked at $232K in Q1 2017.
305 funds tracked by Wall St. Rank held Toyota as of Q2 2017.

Based on Bellecapital's 13F filing for Q2 2017, filed 26 Jul 2017.