CIAS
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Capital Investment Advisory Services’s Toyota TM Stock Holding History

Capital Investment Advisory 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
2019
Q4 		– Sell
-557
Closed -$75K – 1188
2019
Q3 		$75K Hold
557
– – 0.02% 459
2019
Q2 		$73K Sell
557
-375
-40% -$45.7K 0.02% 459
2019
Q1 		$110K Hold
932
– – 0.04% 312
2018
Q4 		$108K Buy
+932
New +$110K 0.05% 282

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Investment Advisory Services's TM Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Toyota (TM) in Q4 2019, closing a stake of 557 shares — an estimated $75K sold.

Capital Investment Advisory Services first reported a position in TM in Q4 2018 and held it in 4 quarters. The position peaked at $110K in Q1 2019. 366 funds tracked by Wall St. Rank hold TM as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Toyota position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 557 Toyota shares in Q4 2019, an estimated $75K.
  • Capital Investment Advisory Services first reported a position in Toyota in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Toyota position peaked at $110K in Q1 2019.
  • 366 funds tracked by Wall St. Rank held Toyota as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.