Shine Investment Advisory Services’s Toyota TM Stock Holding History

Shine Investment Advisory 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
2020 Q3	$35K	Hold	261	–	–	0.01%	367
2020 Q2	$33K	Sell	261 -39	-13%	-$4.83K	0.01%	376
2020 Q1	$36K	Hold	300	–	–	0.02%	324
2019 Q4	$42K	Buy	300 +67	+29%	+$9.36K	0.02%	356
2019 Q3	$31K	Hold	233	–	–	0.01%	398
2019 Q2	$29K	Buy	233 +7	+3%	+$854	0.01%	410
2019 Q1	$27K	Hold	226	–	–	0.01%	424
2018 Q4	$26K	Hold	226	–	–	0.01%	406
2018 Q3	$28K	Hold	226	–	–	0.01%	402
2018 Q2	$29K	Hold	226	–	–	0.01%	395
2018 Q1	$29K	Hold	226	–	–	0.02%	400
2017 Q4	$29K	Sell	226 -21	-9%	-$2.62K	0.01%	393
2017 Q3	$29K	Buy	247 +21	+9%	+$2.38K	0.02%	391
2017 Q2	$24K	Buy	+226	New	+$24.1K	0.01%	405

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

PPA

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Shine Investment Advisory Services's TM Position: Q3 2020 in Review

Shine Investment Advisory Services held its Toyota (TM) position steady in Q3 2020 at 261 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #367.

Shine Investment Advisory Services first reported a position in TM in Q2 2017 and has held it in 14 quarters since. The position peaked at $42K in Q4 2019. 340 funds tracked by Wall St. Rank hold TM as of Q3 2020.

Shine Investment Advisory Services held 261 shares of Toyota worth $35K as of Q3 2020.
Shine Investment Advisory Services left its Toyota share count unchanged in Q3 2020.
Toyota made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #367 holding.
Shine Investment Advisory Services first reported a position in Toyota in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Toyota position peaked at $42K in Q4 2019.
340 funds tracked by Wall St. Rank held Toyota as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.