First Allied Advisory Services’s Toyota TM Stock Holding History

First Allied Advisory Services’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
2020 Q3	$212K	Buy	+1,604	New	+$209K	0.01%	1046
2020 Q2	–	Sell	-1,706	Closed	-$205K	–	1189
2020 Q1	$205K	Sell	1,706 -150	-8%	-$20K	0.01%	927
2019 Q4	$263K	Buy	1,856 +91	+5%	+$12.7K	0.01%	997
2019 Q3	$239K	Buy	1,765 +75	+4%	+$9.82K	0.01%	1010
2019 Q2	$210K	Sell	1,690 -170	-9%	-$20.7K	0.01%	1077
2019 Q1	$223K	Sell	1,860 -698	-27%	-$84.4K	0.01%	1000
2018 Q4	$298K	Sell	2,558 -39	-2%	-$4.62K	0.01%	784
2018 Q3	$321K	Buy	+2,597	New	+$328K	0.01%	881
2018 Q2	–	Sell	-2,128	Closed	-$272K	–	1246
2018 Q1	$272K	Buy	2,128 +257	+14%	+$34.4K	0.01%	915
2017 Q4	$235K	Buy	+1,871	New	+$233K	0.01%	984
2017 Q3	–	Sell	-2,217	Closed	-$235K	–	1189
2017 Q2	$235K	Sell	2,217 -736	-25%	-$78.6K	0.01%	957
2017 Q1	$321K	Sell	2,953 -131	-4%	-$15K	0.02%	753
2016 Q4	$361K	Buy	+3,084	New	+$359K	0.02%	712
2016 Q3	–	Sell	-2,836	Closed	-$286K	–	1102
2016 Q2	$286K	Sell	2,836 -1,079	-28%	-$111K	0.02%	763
2016 Q1	$417K	Sell	3,915 -1,807	-32%	-$200K	0.02%	612
2015 Q4	$690K	Buy	5,722 +274	+5%	+$33.9K	0.04%	470
2015 Q3	$638K	Sell	5,448 -815	-13%	-$102K	0.04%	488
2015 Q2	$831K	Buy	6,263 +1,715	+38%	+$236K	0.04%	442
2015 Q1	$628K	Buy	4,548 +860	+23%	+$115K	0.04%	493
2014 Q4	$467K	Sell	3,688 -118	-3%	-$14.2K	0.03%	551
2014 Q3	$450K	Buy	+3,806	New	+$449K	0.04%	549

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SCCM

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

First Allied Advisory Services's TM Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in Toyota (TM) in Q3 2020: 1,604 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #1046 among its holdings. This is a return to the name: First Allied Advisory Services previously reported a position in TM as recently as Q1 2020.

First Allied Advisory Services first reported a position in TM in Q3 2014 and has held it in 21 quarters since. The position peaked at $831K in Q2 2015. 340 funds tracked by Wall St. Rank hold TM as of Q3 2020.

First Allied Advisory Services held 1,604 shares of Toyota worth $212K as of Q3 2020.
Toyota was a new First Allied Advisory Services position in Q3 2020.
Toyota made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #1046 holding.
First Allied Advisory Services first reported a position in Toyota in Q3 2014 and has held it in 21 quarters since.
First Allied Advisory Services's Toyota position peaked at $831K in Q2 2015.
340 funds tracked by Wall St. Rank held Toyota as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.