Kanaly Trust’s Toyota TM Stock Holding History

Kanaly Trust’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 Q4	$32K	Sell	269 -16	-6%	-$1.86K	0.01%	346
2016 Q3	$33K	Sell	285 -63	-18%	-$7.21K	0.01%	334
2016 Q2	$35K	Sell	348 -19	-5%	-$1.95K	0.01%	338
2016 Q1	$39K	Sell	367 -667	-65%	-$73.7K	0.01%	316
2015 Q4	$127K	Sell	1,034 -24	-2%	-$2.97K	0.03%	181
2015 Q3	$124K	Sell	1,058 -90	-8%	-$11.3K	0.03%	177
2015 Q2	$154K	Buy	1,148 +708	+161%	+$97.6K	0.03%	174
2015 Q1	$62K	Buy	440 +84	+24%	+$11.2K	0.01%	259
2014 Q4	$45K	Buy	356 +19	+6%	+$2.28K	0.01%	298
2014 Q3	$40K	Buy	337 +40	+13%	+$4.71K	0.01%	313
2014 Q2	$36K	Buy	297 +77	+35%	+$8.57K	0.01%	341
2014 Q1	$25K	Buy	220 +90	+69%	+$10.4K	﹤0.01%	370
2013 Q4	$16K	Buy	+130	New	+$16.3K	﹤0.01%	390

Other funds holding TM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kanaly Trust's TM Position: Q4 2016 in Review

Kanaly Trust reduced its Toyota (TM) stake by 5.6% in Q4 2016, selling an estimated $1.86K and leaving 269 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #346.

Kanaly Trust first reported a position in TM in Q4 2013 and has held it in 13 quarters since. The position peaked at $154K in Q2 2015. 349 funds tracked by Wall St. Rank hold TM as of Q4 2016.

Kanaly Trust held 269 shares of Toyota worth $32K as of Q4 2016.
Kanaly Trust sold 16 Toyota shares in Q4 2016, an estimated $1.86K.
Toyota made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #346 holding.
Kanaly Trust first reported a position in Toyota in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's Toyota position peaked at $154K in Q2 2015.
349 funds tracked by Wall St. Rank held Toyota as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.