Financial Architects (New Jersey)’s Toyota TM Stock Holding History

Financial Architects (New Jersey)’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	-60	Closed	-$7K	–	1632
2017 Q1	$7K	Hold	60	–	–	﹤0.01%	1229
2016 Q4	$7K	Hold	60	–	–	﹤0.01%	1099
2016 Q3	$7K	Sell	60 -19	-24%	-$2.17K	﹤0.01%	1079
2016 Q2	$8K	Sell	79 -60	-43%	-$6.16K	﹤0.01%	1029
2016 Q1	$15K	Buy	+139	New	+$15.4K	0.01%	650
2015 Q3	–	Sell	-203	Closed	-$27K	–	843
2015 Q2	$27K	Hold	203	–	–	0.01%	569
2015 Q1	$28K	Hold	203	–	–	0.01%	507
2014 Q4	$25K	Buy	203 +64	+46%	+$7.69K	0.01%	479
2014 Q3	$16K	Hold	139	–	–	0.01%	510
2014 Q2	$17K	Buy	+139	New	+$15.5K	0.01%	539
2013 Q4	–	Sell	-78	Closed	-$10K	–	529
2013 Q3	$10K	Buy	+78	New	+$9.93K	0.01%	485

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

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

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

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

Financial Architects (New Jersey)'s TM Position: Q2 2017 in Review

Financial Architects (New Jersey) sold out of Toyota (TM) in Q2 2017, closing a stake of 60 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in TM in Q3 2013 and held it in 11 quarters. The position peaked at $28K in Q1 2015. 305 funds tracked by Wall St. Rank hold TM as of Q2 2017.

Financial Architects (New Jersey) reported no remaining Toyota position as of Q2 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 60 Toyota shares in Q2 2017, an estimated $7K.
Financial Architects (New Jersey) first reported a position in Toyota in Q3 2013 and held it in 11 quarters.
Financial Architects (New Jersey)'s Toyota position peaked at $28K in Q1 2015.
305 funds tracked by Wall St. Rank held Toyota as of Q2 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2017, filed 21 Jul 2017.