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Strategic Global Advisors’s Toyota TM Stock Holding History

Strategic Global Advisors’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
2016
Q4 		– Sell
-2,495
Closed -$250K – 169
2016
Q3 		$250K Sell
2,495
-56
-2% -$6.41K 0.09% 136
2016
Q2 		$255K Hold
2,551
– – 0.1% 134
2016
Q1 		$271K Buy
2,551
+510
+25% +$56.3K 0.12% 129
2015
Q4 		$251K Hold
2,041
– – 0.11% 127
2015
Q3 		$239K Sell
2,041
-709
-26% -$88.9K 0.11% 117
2015
Q2 		$368K Buy
+2,750
New +$379K 0.21% 103

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Strategic Global Advisors's TM Position: Q4 2016 in Review

Strategic Global Advisors sold out of Toyota (TM) in Q4 2016, closing a stake of 2,495 shares — an estimated $250K sold.

Strategic Global Advisors first reported a position in TM in Q2 2015 and held it in 6 quarters. The position peaked at $368K in Q2 2015. 350 funds tracked by Wall St. Rank hold TM as of Q4 2016.

  • Strategic Global Advisors reported no remaining Toyota position as of Q4 2016 after selling out during the quarter.
  • Strategic Global Advisors sold 2,495 Toyota shares in Q4 2016, an estimated $250K.
  • Strategic Global Advisors first reported a position in Toyota in Q2 2015 and held it in 6 quarters.
  • Strategic Global Advisors's Toyota position peaked at $368K in Q2 2015.
  • 350 funds tracked by Wall St. Rank held Toyota as of Q4 2016.

Based on Strategic Global Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.