CWM
TM icon

Concert Wealth Management’s Toyota TM Stock Holding History

Concert Wealth 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
-10,135
Closed -$1.18M – 890
2016
Q3 		$1.18M Sell
10,135
-1,125
-10% -$129K 0.14% 182
2016
Q2 		$1.11M Sell
11,260
-370
-3% -$38K 0.15% 190
2016
Q1 		$1.24M Buy
11,630
+180
+2% +$19.9K 0.17% 162
2015
Q4 		$1.4M Buy
11,450
+1,676
+17% +$207K 0.19% 134
2015
Q3 		$1.15M Buy
9,774
+938
+11% +$118K 0.16% 164
2015
Q2 		$1.18M Sell
8,836
-107
-1% -$14.8K 0.15% 167
2015
Q1 		$918K Buy
8,943
+258
+3% +$34.4K 0.26% 97
2014
Q4 		$1.09M Buy
8,685
+6,974
+408% +$838K 0.17% 161
2014
Q3 		$201K Buy
+1,711
New +$202K 0.03% 503

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return