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Bellwether Investment Group’s Toyota TM Stock Holding History

Bellwether Investment Group’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
-171
Closed -$19K – 560
2017
Q1 		$19K Sell
171
-55
-24% -$6.31K 0.05% 327
2016
Q4 		$26K Buy
+226
New +$26.3K 0.02% 378
2016
Q2 		$5K Buy
+55
New +$5.65K 0.01% 500

Other funds holding TM

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bellwether Investment Group's TM Position: Q2 2017 in Review

Bellwether Investment Group sold out of Toyota (TM) in Q2 2017, closing a stake of 171 shares — an estimated $19K sold.

Bellwether Investment Group first reported a position in TM in Q2 2016 and held it in 3 quarters. The position peaked at $26K in Q4 2016. 305 funds tracked by Wall St. Rank hold TM as of Q2 2017.

  • Bellwether Investment Group reported no remaining Toyota position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 171 Toyota shares in Q2 2017, an estimated $19K.
  • Bellwether Investment Group first reported a position in Toyota in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Toyota position peaked at $26K in Q4 2016.
  • 305 funds tracked by Wall St. Rank held Toyota as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.