Miles Capital’s Toyota TM Stock Holding History

Miles Capital’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 Q3	–	Sell	-1,800	Closed	-$232K	–	206
2018 Q2	$232K	Sell	1,800 -10	-0.6%	-$1.32K	0.14%	152
2018 Q1	$236K	Sell	1,810 -582	-24%	-$78K	0.13%	174
2017 Q4	$304K	Hold	2,392	–	–	0.18%	94
2017 Q3	$285K	Sell	2,392 -784	-25%	-$88.9K	0.16%	98
2017 Q2	$334K	Hold	3,176	–	–	0.18%	95
2017 Q1	$345K	Hold	3,176	–	–	0.19%	83
2016 Q4	$372K	Buy	3,176 +591	+23%	+$68.9K	0.23%	67
2016 Q3	$300K	Buy	+2,585	New	+$296K	0.2%	76

Other funds holding TM

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Miles Capital's TM Position: Q3 2018 in Review

Miles Capital sold out of Toyota (TM) in Q3 2018, closing a stake of 1,800 shares — an estimated $232K sold.

Miles Capital first reported a position in TM in Q3 2016 and held it in 8 quarters. The position peaked at $372K in Q4 2016. 337 funds tracked by Wall St. Rank hold TM as of Q3 2018.

Miles Capital reported no remaining Toyota position as of Q3 2018 after selling out during the quarter.
Miles Capital sold 1,800 Toyota shares in Q3 2018, an estimated $232K.
Miles Capital first reported a position in Toyota in Q3 2016 and held it in 8 quarters.
Miles Capital's Toyota position peaked at $372K in Q4 2016.
337 funds tracked by Wall St. Rank held Toyota as of Q3 2018.

Based on Miles Capital's 13F filing for Q3 2018, filed 13 Nov 2018.