Monument Capital Management’s Toyota TM Stock Holding History

Monument Capital 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
2018 Q4	–	Sell	-147	Closed	-$18K	–	285
2018 Q3	$18K	Sell	147 -1	-0.7%	-$126	0.01%	165
2018 Q2	$19K	Sell	148 -227	-61%	-$29.9K	0.01%	113
2018 Q1	$47K	Sell	375 -1	-0.3%	-$134	0.03%	91
2017 Q4	$47K	Buy	+376	New	+$46.9K	0.03%	84

Other funds holding TM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monument Capital Management's TM Position: Q4 2018 in Review

Monument Capital Management sold out of Toyota (TM) in Q4 2018, closing a stake of 147 shares — an estimated $18K sold.

Monument Capital Management first reported a position in TM in Q4 2017 and held it in 4 quarters. The position peaked at $47K in Q1 2018. 331 funds tracked by Wall St. Rank hold TM as of Q4 2018.

Monument Capital Management reported no remaining Toyota position as of Q4 2018 after selling out during the quarter.
Monument Capital Management sold 147 Toyota shares in Q4 2018, an estimated $18K.
Monument Capital Management first reported a position in Toyota in Q4 2017 and held it in 4 quarters.
Monument Capital Management's Toyota position peaked at $47K in Q1 2018.
331 funds tracked by Wall St. Rank held Toyota as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.