Wealth Architects’s Toyota TM Stock Holding History

Wealth Architects’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 Q1	–	Sell	-2,437	Closed	-$300K	–	123
2015 Q4	$300K	Buy	+2,437	New	+$301K	0.15%	92

Other funds holding TM

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

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

BGIM

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

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

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

PPA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Architects's TM Position: Q1 2016 in Review

Wealth Architects sold out of Toyota (TM) in Q1 2016, closing a stake of 2,437 shares — an estimated $300K sold.

Wealth Architects first reported a position in TM in Q4 2015 and held it in 1 quarter. The position peaked at $300K in Q4 2015. 350 funds tracked by Wall St. Rank hold TM as of Q1 2016.

Wealth Architects reported no remaining Toyota position as of Q1 2016 after selling out during the quarter.
Wealth Architects sold 2,437 Toyota shares in Q1 2016, an estimated $300K.
Wealth Architects first reported a position in Toyota in Q4 2015 and held it in 1 quarter.
Wealth Architects's Toyota position peaked at $300K in Q4 2015.
350 funds tracked by Wall St. Rank held Toyota as of Q1 2016.

Based on Wealth Architects's 13F filing for Q1 2016, filed 12 May 2016.