Destination Wealth Management’s Toyota TM Stock Holding History

Destination 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
2019 Q3	–	Sell	-1,041	Closed	-$129K	–	467
2019 Q2	$129K	Hold	1,041	–	–	0.01%	160
2019 Q1	$123K	Hold	1,041	–	–	0.01%	170
2018 Q4	$121K	Hold	1,041	–	–	0.01%	165
2018 Q3	$129K	Hold	1,041	–	–	0.01%	185
2018 Q2	$134K	Sell	1,041 -351,384	-100%	-$46.3M	0.01%	163
2018 Q1	$11.6M	Buy	+352,425	New	+$47.2M	0.71%	44

Other funds holding TM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Destination Wealth Management's TM Position: Q3 2019 in Review

Destination Wealth Management sold out of Toyota (TM) in Q3 2019, closing a stake of 1,041 shares — an estimated $129K sold.

Destination Wealth Management first reported a position in TM in Q1 2018 and held it in 6 quarters. The position peaked at $11.6M in Q1 2018. 324 funds tracked by Wall St. Rank hold TM as of Q3 2019.

Destination Wealth Management reported no remaining Toyota position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 1,041 Toyota shares in Q3 2019, an estimated $129K.
Destination Wealth Management first reported a position in Toyota in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Toyota position peaked at $11.6M in Q1 2018.
324 funds tracked by Wall St. Rank held Toyota as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.