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Cypress Wealth Advisors’s Toyota TM Stock Holding History

Cypress Wealth Advisors’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
2017
Q2 		– Sell
-3,656
Closed -$397K – 171
2017
Q1 		$397K Buy
3,656
+22
+0.6% +$2.52K 0.18% 114
2016
Q4 		$426K Buy
3,634
+232
+7% +$27K 0.19% 106
2016
Q3 		$395K Buy
3,402
+972
+40% +$111K 0.18% 114
2016
Q2 		$243K Sell
2,430
-587
-19% -$60.3K 0.12% 152
2016
Q1 		$321K Buy
3,017
+374
+14% +$41.3K 0.15% 127
2015
Q4 		$325K Buy
2,643
+92
+4% +$11.4K 0.16% 114
2015
Q3 		$299K Buy
+2,551
New +$320K 0.16% 125

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Cypress Wealth Advisors's TM Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Toyota (TM) in Q2 2017, closing a stake of 3,656 shares — an estimated $397K sold.

Cypress Wealth Advisors first reported a position in TM in Q3 2015 and held it in 7 quarters. The position peaked at $426K in Q4 2016. 305 funds tracked by Wall St. Rank hold TM as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Toyota position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 3,656 Toyota shares in Q2 2017, an estimated $397K.
  • Cypress Wealth Advisors first reported a position in Toyota in Q3 2015 and held it in 7 quarters.
  • Cypress Wealth Advisors's Toyota position peaked at $426K in Q4 2016.
  • 305 funds tracked by Wall St. Rank held Toyota as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.