LBA Wealth Management’s Toyota TM Stock Holding History

LBA Wealth 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
2017 Q1	$14K	Hold	125	–	–	0.01%	304
2016 Q4	$15K	Hold	125	–	–	0.01%	284
2016 Q3	$15K	Hold	125	–	–	0.01%	288
2016 Q2	$12K	Hold	125	–	–	0.01%	300
2016 Q1	$13K	Hold	125	–	–	0.01%	283
2015 Q4	$15K	Hold	125	–	–	0.01%	270
2015 Q3	$15K	Hold	125	–	–	0.01%	245
2015 Q2	$17K	Hold	125	–	–	0.01%	218
2015 Q1	$17K	Hold	125	–	–	0.01%	213
2014 Q4	$16K	Hold	125	–	–	0.01%	212
2014 Q3	$15K	Hold	125	–	–	0.01%	261
2014 Q2	$15K	Buy	125 +25	+25%	+$2.78K	0.01%	192
2014 Q1	$11K	Hold	100	–	–	0.01%	198
2013 Q4	$12K	Buy	+100	New	+$12.6K	0.01%	203

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LBA Wealth Management's TM Position: Q1 2017 in Review

LBA Wealth Management held its Toyota (TM) position steady in Q1 2017 at 125 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #304.

LBA Wealth Management first reported a position in TM in Q4 2013 and has held it in 14 quarters since. The position peaked at $17K in Q2 2015. 333 funds tracked by Wall St. Rank hold TM as of Q1 2017.

LBA Wealth Management held 125 shares of Toyota worth $14K as of Q1 2017.
LBA Wealth Management left its Toyota share count unchanged in Q1 2017.
Toyota made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #304 holding.
LBA Wealth Management first reported a position in Toyota in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Toyota position peaked at $17K in Q2 2015.
333 funds tracked by Wall St. Rank held Toyota as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.