MYCIO Wealth Partners’s Toyota TM Stock Holding History

MYCIO Wealth Partners’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
2016 Q4	–	Sell	-640	Closed	-$74K	–	607
2016 Q3	$74K	Hold	640	–	–	0.01%	292
2016 Q2	$64K	Hold	640	–	–	0.01%	305
2016 Q1	$68K	Sell	640 -21	-3%	-$2.32K	0.01%	282
2015 Q4	$81K	Buy	661 +21	+3%	+$2.6K	0.01%	240
2015 Q3	$75K	Sell	640 -53	-8%	-$6.65K	0.02%	245
2015 Q2	$93K	Buy	693 +291	+72%	+$40.1K	0.02%	225
2015 Q1	$56K	Sell	402 -12	-3%	-$1.6K	0.01%	271
2014 Q4	$52K	Buy	414 +32	+8%	+$3.84K	0.01%	258
2014 Q3	$45K	Hold	382	–	–	0.01%	264
2014 Q2	$46K	Buy	382 +42	+12%	+$4.68K	0.01%	276
2014 Q1	$38K	Hold	340	–	–	0.01%	285
2013 Q4	$41K	Hold	340	–	–	0.01%	267
2013 Q3	$44K	Sell	340 -15	-4%	-$1.91K	0.01%	246
2013 Q2	$43K	Buy	+355	New	+$41.5K	0.01%	242

Other funds holding TM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MYCIO Wealth Partners's TM Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Toyota (TM) in Q4 2016, closing a stake of 640 shares — an estimated $74K sold.

MYCIO Wealth Partners first reported a position in TM in Q2 2013 and held it in 14 quarters. The position peaked at $93K in Q2 2015. 350 funds tracked by Wall St. Rank hold TM as of Q4 2016.

MYCIO Wealth Partners reported no remaining Toyota position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 640 Toyota shares in Q4 2016, an estimated $74K.
MYCIO Wealth Partners first reported a position in Toyota in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's Toyota position peaked at $93K in Q2 2015.
350 funds tracked by Wall St. Rank held Toyota as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.