EWM
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Elite Wealth Management’s Toyota TM Stock Holding History

Elite 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
2013
Q4 		– Sell
-410
Closed -$52K – 913
2013
Q3 		$52K Hold
410
– – 0.05% 167
2013
Q2 		$49K Buy
+410
New +$47.9K 0.07% 123

Other funds holding TM

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
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
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Elite Wealth Management's TM Position: Q4 2013 in Review

Elite Wealth Management sold out of Toyota (TM) in Q4 2013, closing a stake of 410 shares — an estimated $52K sold.

Elite Wealth Management first reported a position in TM in Q2 2013 and held it in 2 quarters. The position peaked at $52K in Q3 2013. 338 funds tracked by Wall St. Rank hold TM as of Q4 2013.

  • Elite Wealth Management reported no remaining Toyota position as of Q4 2013 after selling out during the quarter.
  • Elite Wealth Management sold 410 Toyota shares in Q4 2013, an estimated $52K.
  • Elite Wealth Management first reported a position in Toyota in Q2 2013 and held it in 2 quarters.
  • Elite Wealth Management's Toyota position peaked at $52K in Q3 2013.
  • 338 funds tracked by Wall St. Rank held Toyota as of Q4 2013.

Based on Elite Wealth Management's 13F filing for Q4 2013, filed 23 Nov 2016.