Lenox Wealth Advisors’s Toyota TM Stock Holding History

Lenox Wealth Advisors’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 Q2	–	Sell	-20	Closed	-$2K	–	569
2019 Q1	$2K	Buy	+20	New	+$2.42K	﹤0.01%	545
2018 Q4	–	Sell	-13	Closed	-$2K	–	393
2018 Q3	$2K	Sell	13 -130	-91%	-$16.4K	﹤0.01%	374
2018 Q2	$18K	Sell	143 -206	-59%	-$27.2K	﹤0.01%	274
2018 Q1	$45K	Buy	349 +204	+141%	+$27.3K	0.01%	178
2017 Q4	$18K	Buy	+145	New	+$18.1K	0.01%	141
2016 Q1	–	Sell	-22	Closed	-$3K	–	404
2015 Q4	$3K	Buy	+22	New	+$2.72K	﹤0.01%	293

Other funds holding TM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

NIMC

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Lenox Wealth Advisors's TM Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Toyota (TM) in Q2 2019, closing a stake of 20 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in TM in Q4 2015 and held it in 6 quarters. The position peaked at $45K in Q1 2018. 337 funds tracked by Wall St. Rank hold TM as of Q2 2019.

Lenox Wealth Advisors reported no remaining Toyota position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 20 Toyota shares in Q2 2019, an estimated $2K.
Lenox Wealth Advisors first reported a position in Toyota in Q4 2015 and held it in 6 quarters.
Lenox Wealth Advisors's Toyota position peaked at $45K in Q1 2018.
337 funds tracked by Wall St. Rank held Toyota as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.