Focused Wealth Management’s Toyota TM Stock Holding History

Focused 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
2017 Q1	–	Sell	-400	Closed	-$47K	–	729
2016 Q4	$47K	Buy	+400	New	+$46.6K	0.02%	277
2015 Q2	–	Sell	-77	Closed	-$11K	–	704
2015 Q1	$11K	Hold	77	–	–	0.01%	419
2014 Q4	$10K	Buy	77 +1	+1%	+$120	0.01%	427
2014 Q3	$9K	Buy	76 +1	+1%	+$118	0.01%	445
2014 Q2	$9K	Hold	75	–	–	0.01%	442
2014 Q1	$8K	Hold	75	–	–	0.01%	432
2013 Q4	$9K	Buy	+75	New	+$9.43K	0.01%	412

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PPA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Focused Wealth Management's TM Position: Q1 2017 in Review

Focused Wealth Management sold out of Toyota (TM) in Q1 2017, closing a stake of 400 shares — an estimated $47K sold.

Focused Wealth Management first reported a position in TM in Q4 2013 and held it in 7 quarters. The position peaked at $47K in Q4 2016. 333 funds tracked by Wall St. Rank hold TM as of Q1 2017.

Focused Wealth Management reported no remaining Toyota position as of Q1 2017 after selling out during the quarter.
Focused Wealth Management sold 400 Toyota shares in Q1 2017, an estimated $47K.
Focused Wealth Management first reported a position in Toyota in Q4 2013 and held it in 7 quarters.
Focused Wealth Management's Toyota position peaked at $47K in Q4 2016.
333 funds tracked by Wall St. Rank held Toyota as of Q1 2017.

Based on Focused Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.