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Mountain Capital Investment Advisors’s Toyota TM Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-188
Closed -$22K – 384
2017
Q3 		$22K Hold
188
– – 0.02% 177
2017
Q2 		$20K Buy
+188
New +$20.1K 0.02% 209

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mountain Capital Investment Advisors's TM Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Toyota (TM) in Q4 2017, closing a stake of 188 shares — an estimated $22K sold.

Mountain Capital Investment Advisors first reported a position in TM in Q2 2017 and held it in 2 quarters. The position peaked at $22K in Q3 2017. 343 funds tracked by Wall St. Rank hold TM as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Toyota position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 188 Toyota shares in Q4 2017, an estimated $22K.
  • Mountain Capital Investment Advisors first reported a position in Toyota in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Toyota position peaked at $22K in Q3 2017.
  • 343 funds tracked by Wall St. Rank held Toyota as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.