RWA Wealth Partners’s Toyota TM Stock Holding History

RWA Wealth Partners’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 Q3	–	Sell	-400	Closed	-$52K	–	652
2018 Q2	$52K	Hold	400	–	–	0.01%	404
2018 Q1	$52K	Buy	+400	New	+$53.6K	0.01%	333

Other funds holding TM

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

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

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

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

NIMC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RWA Wealth Partners's TM Position: Q3 2018 in Review

RWA Wealth Partners sold out of Toyota (TM) in Q3 2018, closing a stake of 400 shares — an estimated $52K sold.

RWA Wealth Partners first reported a position in TM in Q1 2018 and held it in 2 quarters. The position peaked at $52K in Q2 2018. 337 funds tracked by Wall St. Rank hold TM as of Q3 2018.

RWA Wealth Partners reported no remaining Toyota position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 400 Toyota shares in Q3 2018, an estimated $52K.
RWA Wealth Partners first reported a position in Toyota in Q1 2018 and held it in 2 quarters.
RWA Wealth Partners's Toyota position peaked at $52K in Q2 2018.
337 funds tracked by Wall St. Rank held Toyota as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.