LAM
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Lebenthal Asset Management’s Toyota TM Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-300
Closed -$35K – 645
2016
Q3 		$35K Buy
+300
New +$34.3K ﹤0.01% 487

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
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
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lebenthal Asset Management's TM Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Toyota (TM) in Q4 2016, closing a stake of 300 shares — an estimated $35K sold.

Lebenthal Asset Management first reported a position in TM in Q3 2016 and held it in 1 quarter. The position peaked at $35K in Q3 2016. 350 funds tracked by Wall St. Rank hold TM as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Toyota position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 300 Toyota shares in Q4 2016, an estimated $35K.
  • Lebenthal Asset Management first reported a position in Toyota in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Toyota position peaked at $35K in Q3 2016.
  • 350 funds tracked by Wall St. Rank held Toyota as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.