Calton & Associates’s Toyota TM Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-902	Closed	-$125K	–	1184
2017 Q4	$125K	Buy	+902	New	+$112K	0.03%	433

Other funds holding TM

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 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

Calton & Associates's TM Position: Q1 2018 in Review

Calton & Associates sold out of Toyota (TM) in Q1 2018, closing a stake of 902 shares — an estimated $125K sold.

Calton & Associates first reported a position in TM in Q4 2017 and held it in 1 quarter. The position peaked at $125K in Q4 2017. 361 funds tracked by Wall St. Rank hold TM as of Q1 2018.

Calton & Associates reported no remaining Toyota position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 902 Toyota shares in Q1 2018, an estimated $125K.
Calton & Associates first reported a position in Toyota in Q4 2017 and held it in 1 quarter.
Calton & Associates's Toyota position peaked at $125K in Q4 2017.
361 funds tracked by Wall St. Rank held Toyota as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.