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Measured Wealth Private Client Group’s Toyota TM Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-14
Closed -$1K – 649
2018
Q3 		$1K Buy
+14
New +$1.77K ﹤0.01% 813

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Measured Wealth Private Client Group's TM Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Toyota (TM) in Q4 2018, closing a stake of 14 shares — an estimated $1K sold.

Measured Wealth Private Client Group first reported a position in TM in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 331 funds tracked by Wall St. Rank hold TM as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Toyota position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 14 Toyota shares in Q4 2018, an estimated $1K.
  • Measured Wealth Private Client Group first reported a position in Toyota in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Toyota position peaked at $1K in Q3 2018.
  • 331 funds tracked by Wall St. Rank held Toyota as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.