Royal Fund Management’s Toyota TM Stock Holding History

Royal Fund 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
2018 Q1	–	Sell	-63	Closed	-$8K	–	700
2017 Q4	$8K	Buy	+63	New	+$7.85K	﹤0.01%	415

Other funds holding TM

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 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

Royal Fund Management's TM Position: Q1 2018 in Review

Royal Fund Management sold out of Toyota (TM) in Q1 2018, closing a stake of 63 shares — an estimated $8K sold.

Royal Fund Management first reported a position in TM in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 361 funds tracked by Wall St. Rank hold TM as of Q1 2018.

Royal Fund Management reported no remaining Toyota position as of Q1 2018 after selling out during the quarter.
Royal Fund Management sold 63 Toyota shares in Q1 2018, an estimated $8K.
Royal Fund Management first reported a position in Toyota in Q4 2017 and held it in 1 quarter.
Royal Fund Management's Toyota position peaked at $8K in Q4 2017.
361 funds tracked by Wall St. Rank held Toyota as of Q1 2018.

Based on Royal Fund Management's 13F filing for Q1 2018, filed 7 May 2020.