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Gupta Wealth Management’s Toyota TM Stock Holding History

Gupta 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
2016
Q1 		$2K Sell
22
-320
-94% -$35.3K ﹤0.01% 1082
2015
Q4 		$42K Buy
342
+140
+69% +$17.3K 0.01% 463
2015
Q3 		$24K Sell
202
-196
-49% -$24.6K 0.01% 653
2015
Q2 		$54K Buy
398
+241
+154% +$33.2K 0.01% 457
2015
Q1 		$22K Buy
+157
New +$21K 0.01% 575

Other funds holding TM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 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 $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's TM Position: Q1 2016 in Review

Gupta Wealth Management reduced its Toyota (TM) stake by 94% in Q1 2016, selling an estimated $35.3K and leaving 22 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Gupta Wealth Management first reported a position in TM in Q1 2015 and has held it in 5 quarters since. The position peaked at $54K in Q2 2015. 351 funds tracked by Wall St. Rank hold TM as of Q1 2016.

  • Gupta Wealth Management held 22 shares of Toyota worth $2K as of Q1 2016.
  • Gupta Wealth Management sold 320 Toyota shares in Q1 2016, an estimated $35.3K.
  • Toyota made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1082 holding.
  • Gupta Wealth Management first reported a position in Toyota in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Toyota position peaked at $54K in Q2 2015.
  • 351 funds tracked by Wall St. Rank held Toyota as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.