IMS Capital Management’s Toyota TM Stock Holding History

IMS Capital 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
2018 Q4	–	Sell	-713	Closed	-$89K	–	329
2018 Q3	$89K	Buy	+713	New	+$90.2K	0.06%	156
2015 Q2	–	Sell	-2,230	Closed	-$312K	–	164
2015 Q1	$312K	Hold	2,230	–	–	0.35%	96
2014 Q4	$280K	Hold	2,230	–	–	0.32%	110
2014 Q3	$262K	Hold	2,230	–	–	0.3%	120
2014 Q2	$267K	Hold	2,230	–	–	0.29%	114
2014 Q1	$252K	Hold	2,230	–	–	0.3%	111
2013 Q4	$272K	Hold	2,230	–	–	0.34%	97
2013 Q3	$286K	Hold	2,230	–	–	0.4%	91
2013 Q2	$269K	Buy	+2,230	New	+$260K	0.39%	85

Other funds holding TM

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IMS Capital Management's TM Position: Q4 2018 in Review

IMS Capital Management sold out of Toyota (TM) in Q4 2018, closing a stake of 713 shares — an estimated $89K sold.

IMS Capital Management first reported a position in TM in Q2 2013 and held it in 9 quarters. The position peaked at $312K in Q1 2015. 331 funds tracked by Wall St. Rank hold TM as of Q4 2018.

IMS Capital Management reported no remaining Toyota position as of Q4 2018 after selling out during the quarter.
IMS Capital Management sold 713 Toyota shares in Q4 2018, an estimated $89K.
IMS Capital Management first reported a position in Toyota in Q2 2013 and held it in 9 quarters.
IMS Capital Management's Toyota position peaked at $312K in Q1 2015.
331 funds tracked by Wall St. Rank held Toyota as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.