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Mascoma Wealth Management’s Toyota TM Stock Holding History

Mascoma 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
Q2 		– Sell
-100
Closed -$11K – 440
2017
Q1 		$11K Hold
100
– – 0.01% 261
2016
Q4 		$12K Buy
+100
New +$11.7K 0.01% 254

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Mascoma Wealth Management's TM Position: Q2 2017 in Review

Mascoma Wealth Management sold out of Toyota (TM) in Q2 2017, closing a stake of 100 shares — an estimated $11K sold.

Mascoma Wealth Management first reported a position in TM in Q4 2016 and held it in 2 quarters. The position peaked at $12K in Q4 2016. 305 funds tracked by Wall St. Rank hold TM as of Q2 2017.

  • Mascoma Wealth Management reported no remaining Toyota position as of Q2 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 100 Toyota shares in Q2 2017, an estimated $11K.
  • Mascoma Wealth Management first reported a position in Toyota in Q4 2016 and held it in 2 quarters.
  • Mascoma Wealth Management's Toyota position peaked at $12K in Q4 2016.
  • 305 funds tracked by Wall St. Rank held Toyota as of Q2 2017.

Based on Mascoma Wealth Management's 13F filing for Q2 2017, filed 13 Jul 2017.