RPg Family Wealth Advisory’s Toyota TM Stock Holding History

RPg Family Wealth Advisory’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
2017 Q1	–	Sell	-225	Closed	-$26.4K	–	331
2016 Q4	$26.4K	Buy	225 +19	+9%	+$2.21K	0.02%	166
2016 Q3	$23.9K	Buy	206 +21	+11%	+$2.4K	0.02%	159
2016 Q2	$18.5K	Sell	185 -38	-17%	-$3.9K	0.01%	198
2016 Q1	$23.7K	Buy	223 +33	+17%	+$3.65K	0.02%	173
2015 Q4	$23.4K	Buy	+190	New	+$23.5K	0.02%	137

Other funds holding TM

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NIMC

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

RPg Family Wealth Advisory's TM Position: Q1 2017 in Review

RPg Family Wealth Advisory sold out of Toyota (TM) in Q1 2017, closing a stake of 225 shares — an estimated $26.4K sold.

RPg Family Wealth Advisory first reported a position in TM in Q4 2015 and held it in 5 quarters. The position peaked at $26.4K in Q4 2016. 333 funds tracked by Wall St. Rank hold TM as of Q1 2017.

RPg Family Wealth Advisory reported no remaining Toyota position as of Q1 2017 after selling out during the quarter.
RPg Family Wealth Advisory sold 225 Toyota shares in Q1 2017, an estimated $26.4K.
RPg Family Wealth Advisory first reported a position in Toyota in Q4 2015 and held it in 5 quarters.
RPg Family Wealth Advisory's Toyota position peaked at $26.4K in Q4 2016.
333 funds tracked by Wall St. Rank held Toyota as of Q1 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2017, filed 12 May 2017.