Bruderman Asset Management’s Toyota TM Stock Holding History

Bruderman Asset Management’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
2016 Q4	–	Sell	-136	Closed	-$16K	–	391
2016 Q3	$16K	Hold	136	–	–	﹤0.01%	300
2016 Q2	$14K	Buy	136 +3	+2%	+$308	﹤0.01%	289
2016 Q1	$14K	Hold	133	–	–	﹤0.01%	294
2015 Q4	$16K	Buy	133 +1	+0.8%	+$124	0.01%	301
2015 Q3	$15K	Buy	+132	New	+$16.6K	0.01%	309

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bruderman Asset Management's TM Position: Q4 2016 in Review

Bruderman Asset Management sold out of Toyota (TM) in Q4 2016, closing a stake of 136 shares — an estimated $16K sold.

Bruderman Asset Management first reported a position in TM in Q3 2015 and held it in 5 quarters. The position peaked at $16K in Q3 2016. 350 funds tracked by Wall St. Rank hold TM as of Q4 2016.

Bruderman Asset Management reported no remaining Toyota position as of Q4 2016 after selling out during the quarter.
Bruderman Asset Management sold 136 Toyota shares in Q4 2016, an estimated $16K.
Bruderman Asset Management first reported a position in Toyota in Q3 2015 and held it in 5 quarters.
Bruderman Asset Management's Toyota position peaked at $16K in Q3 2016.
350 funds tracked by Wall St. Rank held Toyota as of Q4 2016.

Based on Bruderman Asset Management's 13F filing for Q4 2016, filed 13 Feb 2017.