SWS Partners’s Toyota TM Stock Holding History

SWS 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 Q2	–	Sell	-525	Closed	-$66K	–	288
2018 Q1	$66K	Hold	525	–	–	0.05%	123
2017 Q4	$67K	Buy	+525	New	+$65.5K	0.05%	116

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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

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

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

NIMC

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

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

SWS Partners's TM Position: Q2 2018 in Review

SWS Partners sold out of Toyota (TM) in Q2 2018, closing a stake of 525 shares — an estimated $66K sold.

SWS Partners first reported a position in TM in Q4 2017 and held it in 2 quarters. The position peaked at $67K in Q4 2017. 342 funds tracked by Wall St. Rank hold TM as of Q2 2018.

SWS Partners reported no remaining Toyota position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 525 Toyota shares in Q2 2018, an estimated $66K.
SWS Partners first reported a position in Toyota in Q4 2017 and held it in 2 quarters.
SWS Partners's Toyota position peaked at $67K in Q4 2017.
342 funds tracked by Wall St. Rank held Toyota as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.