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	–	886
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

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

Concert Wealth Management's TM Position: Q4 2016 in Review

Concert Wealth Management sold out of Toyota (TM) in Q4 2016, closing a stake of 10,135 shares — an estimated $1.18M sold.

Concert Wealth Management first reported a position in TM in Q3 2014 and held it in 9 quarters. The position peaked at $1.4M in Q4 2015. 350 funds tracked by Wall St. Rank hold TM as of Q4 2016.

Concert Wealth Management reported no remaining Toyota position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 10,135 Toyota shares in Q4 2016, an estimated $1.18M.
Concert Wealth Management first reported a position in Toyota in Q3 2014 and held it in 9 quarters.
Concert Wealth Management's Toyota position peaked at $1.4M in Q4 2015.
350 funds tracked by Wall St. Rank held Toyota as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.