FFG
TM icon

Fortem Financial Group’s Toyota TM Stock Holding History

Fortem Financial Group’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
2019
Q3 		– Sell
-1,779
Closed -$221K – 152
2019
Q2 		$221K Sell
1,779
-156
-8% -$19K 0.22% 106
2019
Q1 		$228K Sell
1,935
-55
-3% -$6.65K 0.24% 97
2018
Q4 		$231K Buy
+1,990
New +$236K 0.28% 84

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortem Financial Group's TM Position: Q3 2019 in Review

Fortem Financial Group sold out of Toyota (TM) in Q3 2019, closing a stake of 1,779 shares — an estimated $221K sold.

Fortem Financial Group first reported a position in TM in Q4 2018 and held it in 3 quarters. The position peaked at $231K in Q4 2018. 324 funds tracked by Wall St. Rank hold TM as of Q3 2019.

  • Fortem Financial Group reported no remaining Toyota position as of Q3 2019 after selling out during the quarter.
  • Fortem Financial Group sold 1,779 Toyota shares in Q3 2019, an estimated $221K.
  • Fortem Financial Group first reported a position in Toyota in Q4 2018 and held it in 3 quarters.
  • Fortem Financial Group's Toyota position peaked at $231K in Q4 2018.
  • 324 funds tracked by Wall St. Rank held Toyota as of Q3 2019.

Based on Fortem Financial Group's 13F filing for Q3 2019, filed 12 Nov 2019.