Stewart & Patten Company’s Toyota TM Stock Holding History

Stewart & Patten Company’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	-1,775	Closed	-$208K	–	102
2016 Q4	$208K	Sell	1,775 -500	-22%	-$58.3K	0.04%	85
2016 Q3	$264K	Hold	2,275	–	–	0.05%	75
2016 Q2	$227K	Hold	2,275	–	–	0.04%	81
2016 Q1	$242K	Hold	2,275	–	–	0.05%	77
2015 Q4	$280K	Hold	2,275	–	–	0.06%	74
2015 Q3	$267K	Hold	2,275	–	–	0.06%	76
2015 Q2	$304K	Hold	2,275	–	–	0.06%	75
2015 Q1	$318K	Sell	2,275 -200	-8%	-$26.7K	0.07%	74
2014 Q4	$311K	Hold	2,475	–	–	0.06%	76
2014 Q3	$291K	Hold	2,475	–	–	0.06%	78
2014 Q2	$296K	Hold	2,475	–	–	0.06%	78
2014 Q1	$279K	Hold	2,475	–	–	0.06%	82
2013 Q4	$302K	Hold	2,475	–	–	0.06%	83
2013 Q3	$317K	Hold	2,475	–	–	0.07%	80
2013 Q2	$299K	Buy	+2,475	New	+$289K	0.06%	82

Other funds holding TM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 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

BGIM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NIMC

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

Stewart & Patten Company's TM Position: Q1 2017 in Review

Stewart & Patten Company sold out of Toyota (TM) in Q1 2017, closing a stake of 1,775 shares — an estimated $208K sold.

Stewart & Patten Company first reported a position in TM in Q2 2013 and held it in 15 quarters. The position peaked at $318K in Q1 2015. 333 funds tracked by Wall St. Rank hold TM as of Q1 2017.

Stewart & Patten Company reported no remaining Toyota position as of Q1 2017 after selling out during the quarter.
Stewart & Patten Company sold 1,775 Toyota shares in Q1 2017, an estimated $208K.
Stewart & Patten Company first reported a position in Toyota in Q2 2013 and held it in 15 quarters.
Stewart & Patten Company's Toyota position peaked at $318K in Q1 2015.
333 funds tracked by Wall St. Rank held Toyota as of Q1 2017.

Based on Stewart & Patten Company's 13F filing for Q1 2017, filed 21 Apr 2017.