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Independent Portfolio Consultants’s Toyota TM Stock Holding History

Independent Portfolio Consultants’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
Q2 		$474K Sell
4,512
-891
-16% -$95.2K 0.2% 175
2017
Q1 		$587K Sell
5,403
-920
-15% -$106K 0.2% 177
2016
Q4 		$741K Buy
6,323
+10
+0.2% +$1.17K 0.24% 152
2016
Q3 		$733K Sell
6,313
-170
-3% -$19.5K 0.23% 152
2016
Q2 		$648K Buy
6,483
+150
+2% +$15.4K 0.2% 171
2016
Q1 		$673K Sell
6,333
-20
-0.3% -$2.21K 0.19% 164
2015
Q4 		$782K Buy
6,353
+405
+7% +$50.1K 0.23% 130
2015
Q3 		$698K Sell
5,948
-7,042
-54% -$883K 0.15% 194
2015
Q2 		$1.74M Sell
12,990
-2,792
-18% -$385K 0.35% 92
2015
Q1 		$2.21M Buy
15,782
+47
+0.3% +$6.27K 0.45% 68
2014
Q4 		$1.97M Buy
15,735
+10,060
+177% +$1.21M 0.4% 80
2014
Q3 		$667K Buy
5,675
+865
+18% +$102K 0.18% 160
2014
Q2 		$576K Buy
+4,810
New +$536K 0.16% 193

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Independent Portfolio Consultants's TM Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Toyota (TM) stake by 16% in Q2 2017, selling an estimated $95.2K and leaving 4,512 shares worth $474K. The position accounts for 0.2% of the portfolio, ranked #175.

Independent Portfolio Consultants first reported a position in TM in Q2 2014 and has held it in 13 quarters since. The position peaked at $2.21M in Q1 2015. 305 funds tracked by Wall St. Rank hold TM as of Q2 2017.

  • Independent Portfolio Consultants held 4,512 shares of Toyota worth $474K as of Q2 2017.
  • Independent Portfolio Consultants sold 891 Toyota shares in Q2 2017, an estimated $95.2K.
  • Toyota made up 0.2% of Independent Portfolio Consultants's portfolio in Q2 2017, its #175 holding.
  • Independent Portfolio Consultants first reported a position in Toyota in Q2 2014 and has held it in 13 quarters since.
  • Independent Portfolio Consultants's Toyota position peaked at $2.21M in Q1 2015.
  • 305 funds tracked by Wall St. Rank held Toyota as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.