First National Trust’s Toyota TM Stock Holding History

First National Trust’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 Q4	–	Sell	-2,800	Closed	-$334K	–	341
2017 Q3	$334K	Sell	2,800 -816	-23%	-$92.5K	0.04%	275
2017 Q2	$380K	Sell	3,616 -359	-9%	-$38.3K	0.05%	257
2017 Q1	$432K	Sell	3,975 -2,071	-34%	-$238K	0.06%	238
2016 Q4	$709K	Sell	6,046 -1,865	-24%	-$217K	0.1%	183
2016 Q3	$918K	Sell	7,911 -944	-11%	-$108K	0.14%	151
2016 Q2	$886K	Sell	8,855 -966	-10%	-$99.2K	0.14%	152
2016 Q1	$1.04M	Sell	9,821 -832	-8%	-$91.9K	0.16%	147
2015 Q4	$1.31M	Sell	10,653 -841	-7%	-$104K	0.21%	135
2015 Q3	$1.35M	Sell	11,494 -30	-0.3%	-$3.76K	0.23%	123
2015 Q2	$1.54M	Sell	11,524 -236	-2%	-$32.5K	0.25%	120
2015 Q1	$1.65M	Buy	11,760 +1,183	+11%	+$158K	0.28%	105
2014 Q4	$1.33M	Buy	10,577 +2,983	+39%	+$358K	0.24%	118
2014 Q3	$893K	Buy	7,594 +4,724	+165%	+$557K	0.17%	135
2014 Q2	$344K	Buy	+2,870	New	+$320K	0.07%	195

Other funds holding TM

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

Adage Capital Partners

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

Dimensional Fund Advisors

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Renaissance Technologies

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

Bank of America

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

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