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Knowledge Leaders Capital’s Toyota TM Stock Holding History

Knowledge Leaders Capital’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
Q1 		– Sell
-548
Closed -$70K – 43
2017
Q4 		$70K Buy
548
+9
+2% +$1.12K 0.06% 45
2017
Q3 		$64K Buy
+539
New +$61.1K 0.03% 44

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Knowledge Leaders Capital's TM Position: Q1 2018 in Review

Knowledge Leaders Capital sold out of Toyota (TM) in Q1 2018, closing a stake of 548 shares — an estimated $70K sold.

Knowledge Leaders Capital first reported a position in TM in Q3 2017 and held it in 2 quarters. The position peaked at $70K in Q4 2017. 361 funds tracked by Wall St. Rank hold TM as of Q1 2018.

  • Knowledge Leaders Capital reported no remaining Toyota position as of Q1 2018 after selling out during the quarter.
  • Knowledge Leaders Capital sold 548 Toyota shares in Q1 2018, an estimated $70K.
  • Knowledge Leaders Capital first reported a position in Toyota in Q3 2017 and held it in 2 quarters.
  • Knowledge Leaders Capital's Toyota position peaked at $70K in Q4 2017.
  • 361 funds tracked by Wall St. Rank held Toyota as of Q1 2018.

Based on Knowledge Leaders Capital's 13F filing for Q1 2018, filed 14 May 2018.