Essex Savings Bank’s Toyota TM Stock Holding History

Essex Savings Bank’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	-574	Closed	-$71K	–	565
2019 Q2	$71K	Buy	574 +474	+474%	+$57.8K	0.03%	397
2019 Q1	$12K	Hold	100	–	–	0.01%	490
2018 Q4	$12K	Buy	+100	New	+$11.8K	0.01%	493

Other funds holding TM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Savings Bank's TM Position: Q3 2019 in Review

Essex Savings Bank sold out of Toyota (TM) in Q3 2019, closing a stake of 574 shares — an estimated $71K sold.

Essex Savings Bank first reported a position in TM in Q4 2018 and held it in 3 quarters. The position peaked at $71K in Q2 2019. 324 funds tracked by Wall St. Rank hold TM as of Q3 2019.

Essex Savings Bank reported no remaining Toyota position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 574 Toyota shares in Q3 2019, an estimated $71K.
Essex Savings Bank first reported a position in Toyota in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Toyota position peaked at $71K in Q2 2019.
324 funds tracked by Wall St. Rank held Toyota as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.