Omnia Family Wealth’s Toyota TM Stock Holding History

Omnia Family Wealth’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	-92	Closed	-$11K	–	478
2019 Q1	$11K	Hold	92	–	–	0.01%	261
2018 Q4	$11K	Hold	92	–	–	0.01%	238
2018 Q3	$11K	Hold	92	–	–	0.01%	252
2018 Q2	$12K	Hold	92	–	–	0.01%	239
2018 Q1	$12K	Hold	92	–	–	0.01%	247
2017 Q4	$12K	Hold	92	–	–	0.01%	277
2017 Q3	$11K	Hold	92	–	–	0.01%	264
2017 Q2	$10K	Buy	92 +1	+1%	+$107	﹤0.01%	287
2017 Q1	$10K	Hold	91	–	–	﹤0.01%	286
2016 Q4	$11K	Buy	+91	New	+$10.6K	0.01%	279

Other funds holding TM

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

Renaissance Technologies New York $72.6B AUM 54.88% 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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Omnia Family Wealth's TM Position: Q2 2019 in Review

Omnia Family Wealth sold out of Toyota (TM) in Q2 2019, closing a stake of 92 shares — an estimated $11K sold.

Omnia Family Wealth first reported a position in TM in Q4 2016 and held it in 10 quarters. The position peaked at $12K in Q2 2018. 337 funds tracked by Wall St. Rank hold TM as of Q2 2019.

Omnia Family Wealth reported no remaining Toyota position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 92 Toyota shares in Q2 2019, an estimated $11K.
Omnia Family Wealth first reported a position in Toyota in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's Toyota position peaked at $12K in Q2 2018.
337 funds tracked by Wall St. Rank held Toyota as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.