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Holistic Financial Partners’s Toyota TM Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-585
Closed -$76K – 328
2018
Q1 		$76K Buy
585
+33
+6% +$4.42K 0.06% 140
2017
Q4 		$70K Buy
+552
New +$68.8K 0.06% 152

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Holistic Financial Partners's TM Position: Q2 2018 in Review

Holistic Financial Partners sold out of Toyota (TM) in Q2 2018, closing a stake of 585 shares — an estimated $76K sold.

Holistic Financial Partners first reported a position in TM in Q4 2017 and held it in 2 quarters. The position peaked at $76K in Q1 2018. 342 funds tracked by Wall St. Rank hold TM as of Q2 2018.

  • Holistic Financial Partners reported no remaining Toyota position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 585 Toyota shares in Q2 2018, an estimated $76K.
  • Holistic Financial Partners first reported a position in Toyota in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Toyota position peaked at $76K in Q1 2018.
  • 342 funds tracked by Wall St. Rank held Toyota as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.