Davidson Investment Advisors’s Toyota TM Stock Holding History

Davidson Investment 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 Q3	–	Sell	-540	Closed	-$56K	–	175
2017 Q2	$56K	Hold	540	–	–	0.01%	129
2017 Q1	$58K	Sell	540 -155	-22%	-$17.8K	0.01%	131
2016 Q4	$81K	Hold	695	–	–	0.01%	129
2016 Q3	$80K	Hold	695	–	–	0.01%	122
2016 Q2	$69K	Sell	695 -525	-43%	-$53.9K	0.01%	124
2016 Q1	$129K	Buy	1,220 +205	+20%	+$22.6K	0.02%	141
2015 Q4	$124K	Sell	1,015 -100	-9%	-$12.4K	0.02%	148
2015 Q3	$130K	Buy	1,115 +415	+59%	+$52K	0.02%	132
2015 Q2	$93K	Buy	+700	New	+$96.5K	0.01%	149

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

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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Davidson Investment Advisors's TM Position: Q3 2017 in Review

Davidson Investment Advisors sold out of Toyota (TM) in Q3 2017, closing a stake of 540 shares — an estimated $56K sold.

Davidson Investment Advisors first reported a position in TM in Q2 2015 and held it in 9 quarters. The position peaked at $130K in Q3 2015. 296 funds tracked by Wall St. Rank hold TM as of Q3 2017.

Davidson Investment Advisors reported no remaining Toyota position as of Q3 2017 after selling out during the quarter.
Davidson Investment Advisors sold 540 Toyota shares in Q3 2017, an estimated $56K.
Davidson Investment Advisors first reported a position in Toyota in Q2 2015 and held it in 9 quarters.
Davidson Investment Advisors's Toyota position peaked at $130K in Q3 2015.
296 funds tracked by Wall St. Rank held Toyota as of Q3 2017.

Based on Davidson Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.