Patten Group’s Toyota TM Stock Holding History

Patten Group’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 Q1	–	Sell	-670	Closed	-$78K	–	496
2018 Q4	$78K	Sell	670 -100	-13%	-$11.8K	0.04%	237
2018 Q3	$96K	Sell	770 -5	-0.6%	-$632	0.04%	251
2018 Q2	$100K	Sell	775 -85	-10%	-$11.2K	0.04%	251
2018 Q1	$112K	Sell	860 -50	-5%	-$6.7K	0.05%	238
2017 Q4	$116K	Hold	910	–	–	0.05%	244
2017 Q3	$108K	Sell	910 -25	-3%	-$2.83K	0.04%	250
2017 Q2	$106K	Sell	935 -75	-7%	-$8.01K	0.04%	252
2017 Q1	$107K	Sell	1,010 -30	-3%	-$3.44K	0.05%	234
2016 Q4	$121K	Hold	1,040	–	–	0.05%	222
2016 Q3	$119K	Sell	1,040 -65	-6%	-$7.44K	0.06%	219
2016 Q2	$110K	Sell	1,105 -10	-0.9%	-$1.03K	0.05%	225
2016 Q1	$119K	Hold	1,115	–	–	0.06%	213
2015 Q4	$137K	Hold	1,115	–	–	0.07%	194
2015 Q3	$131K	Buy	1,115 +130	+13%	+$16.3K	0.07%	201
2015 Q2	$132K	Buy	+985	New	+$136K	0.06%	209

Other funds holding TM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

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

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

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

Patten Group's TM Position: Q1 2019 in Review

Patten Group sold out of Toyota (TM) in Q1 2019, closing a stake of 670 shares — an estimated $78K sold.

Patten Group first reported a position in TM in Q2 2015 and held it in 15 quarters. The position peaked at $137K in Q4 2015. 338 funds tracked by Wall St. Rank hold TM as of Q1 2019.

Patten Group reported no remaining Toyota position as of Q1 2019 after selling out during the quarter.
Patten Group sold 670 Toyota shares in Q1 2019, an estimated $78K.
Patten Group first reported a position in Toyota in Q2 2015 and held it in 15 quarters.
Patten Group's Toyota position peaked at $137K in Q4 2015.
338 funds tracked by Wall St. Rank held Toyota as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.