Northwest Wealth Management’s Toyota TM Stock Holding History

Northwest Wealth 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
2019 Q2	–	Sell	-414	Closed	-$49K	–	432
2019 Q1	$49K	Hold	414	–	–	0.04%	219
2018 Q4	$48K	Hold	414	–	–	0.04%	203
2018 Q3	$51K	Hold	414	–	–	0.04%	212
2018 Q2	$53K	Hold	414	–	–	0.04%	209
2018 Q1	$54K	Buy	+414	New	+$55.5K	0.04%	207

Other funds holding TM

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northwest Wealth Management's TM Position: Q2 2019 in Review

Northwest Wealth Management sold out of Toyota (TM) in Q2 2019, closing a stake of 414 shares — an estimated $49K sold.

Northwest Wealth Management first reported a position in TM in Q1 2018 and held it in 5 quarters. The position peaked at $54K in Q1 2018. 337 funds tracked by Wall St. Rank hold TM as of Q2 2019.

Northwest Wealth Management reported no remaining Toyota position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 414 Toyota shares in Q2 2019, an estimated $49K.
Northwest Wealth Management first reported a position in Toyota in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Toyota position peaked at $54K in Q1 2018.
337 funds tracked by Wall St. Rank held Toyota as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.