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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 – 731
2016
Q4 		$47K Buy
+400
New +$46.6K 0.02% 277
2015
Q2 		– Sell
-77
Closed -$11K – 706
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

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Renaissance Technologies
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Bank of America
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BGIM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return