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Cornerstone Wealth Management’s Toyota TM Stock Holding History

Cornerstone 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
2018
Q3 		– Sell
-16,373
Closed -$128K – 1543
2018
Q2 		$128K Buy
+16,373
New +$2.16M ﹤0.01% 1392

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Wealth Management's TM Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Toyota (TM) in Q3 2018, closing a stake of 16,373 shares — an estimated $128K sold.

Cornerstone Wealth Management first reported a position in TM in Q2 2018 and held it in 1 quarter. The position peaked at $128K in Q2 2018. 337 funds tracked by Wall St. Rank hold TM as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Toyota position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 16,373 Toyota shares in Q3 2018, an estimated $128K.
  • Cornerstone Wealth Management first reported a position in Toyota in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Toyota position peaked at $128K in Q2 2018.
  • 337 funds tracked by Wall St. Rank held Toyota as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.