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Ladenburg Thalmann Financial Services’s Toyota TM Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$1.31M Sell
9,600
-685
-7% -$95.7K 0.01% 1093
2019
Q3 		$1.38M Sell
10,285
-1,777
-15% -$233K 0.01% 1025
2019
Q2 		$1.5M Sell
12,062
-6,778
-36% -$827K 0.01% 955
2019
Q1 		$2.23M Sell
18,840
-115
-0.6% -$13.9K 0.02% 729
2018
Q4 		$2.2M Buy
18,955
+253
+1% +$30K 0.02% 627
2018
Q3 		$2.33M Sell
18,702
-7,630
-29% -$965K 0.02% 659
2018
Q2 		$3.43M Hold
26,332
– – 0.03% 481
2018
Q1 		$3.43M Sell
26,332
-955
-3% -$128K 0.03% 481
2017
Q4 		$3.47M Buy
27,287
+806
+3% +$100K 0.03% 473
2017
Q3 		$3.16M Buy
26,481
+412
+2% +$46.7K 0.03% 453
2017
Q2 		$2.74M Buy
26,069
+1,054
+4% +$113K 0.03% 468
2017
Q1 		$2.72M Sell
25,015
-133
-0.5% -$15.3K 0.03% 452
2016
Q4 		$2.95M Buy
25,148
+1,374
+6% +$160K 0.04% 393
2016
Q3 		$2.76M Sell
23,774
-469
-2% -$53.7K 0.04% 394
2016
Q2 		$2.42M Buy
24,243
+7,679
+46% +$789K 0.04% 404
2016
Q1 		$1.75M Sell
16,564
-893
-5% -$98.6K 0.03% 477
2015
Q4 		$2.15M Buy
17,457
+6,957
+66% +$860K 0.04% 400
2015
Q3 		$1.23M Buy
10,500
+678
+7% +$85K 0.03% 552
2015
Q2 		$1.31M Sell
9,822
-207
-2% -$28.5K 0.02% 573
2015
Q1 		$1.4M Buy
10,029
+3,402
+51% +$454K 0.03% 537
2014
Q4 		$835K Buy
6,627
+1,796
+37% +$216K 0.02% 679
2014
Q3 		$568K Sell
4,831
-360
-7% -$42.4K 0.02% 738
2014
Q2 		$621K Buy
5,191
+263
+5% +$29.3K 0.02% 691
2014
Q1 		$557K Sell
4,928
-46
-0.9% -$5.31K 0.02% 685
2013
Q4 		$605K Buy
4,974
+821
+20% +$103K 0.02% 630
2013
Q3 		$531K Sell
4,153
-193
-4% -$24.6K 0.02% 640
2013
Q2 		$532K Buy
+4,346
New +$508K 0.02% 598

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ladenburg Thalmann Financial Services's TM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Toyota (TM) stake by 6.7% in Q4 2019, selling an estimated $95.7K and leaving 9,600 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1093.

Ladenburg Thalmann Financial Services first reported a position in TM in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.47M in Q4 2017. 366 funds tracked by Wall St. Rank hold TM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 9,600 shares of Toyota worth $1.31M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 685 Toyota shares in Q4 2019, an estimated $95.7K.
  • Toyota made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1093 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Toyota in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Toyota position peaked at $3.47M in Q4 2017.
  • 366 funds tracked by Wall St. Rank held Toyota as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.