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Rockefeller Financial Services’s Toyota TM Stock Holding History

Rockefeller Financial Services’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
Q2 		– Sell
-33
Closed -$4K – 579
2016
Q1 		$4K Buy
+33
New +$3.65K ﹤0.01% 586
2013
Q3 		– Sell
-1
Closed – – 522
2013
Q2 		$0 Buy
+1
New +$117 ﹤0.01% 500

Other funds holding TM

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Financial Services's TM Position: Q2 2016 in Review

Rockefeller Financial Services sold out of Toyota (TM) in Q2 2016, closing a stake of 33 shares — an estimated $4K sold.

Rockefeller Financial Services first reported a position in TM in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q1 2016. 326 funds tracked by Wall St. Rank hold TM as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Toyota position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 33 Toyota shares in Q2 2016, an estimated $4K.
  • Rockefeller Financial Services first reported a position in Toyota in Q2 2013 and held it in 2 quarters.
  • Rockefeller Financial Services's Toyota position peaked at $4K in Q1 2016.
  • 326 funds tracked by Wall St. Rank held Toyota as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.