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WealthPLAN Partners’s Toyota TM Stock Holding History

WealthPLAN 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
2017
Q2 		– Sell
-150
Closed -$15.9K – 398
2017
Q1 		$15.9K Buy
+150
New +$17.2K 0.06% 209
2016
Q3 		$152K Sell
1,320
-1,913
-59% -$219K 0.05% 177
2016
Q2 		$150K Buy
+3,233
New +$332K 0.02% 473
2015
Q4 		$203K Buy
+5,560
New +$687K 0.03% 267
2015
Q2 		$240K Sell
1,794
-72
-4% -$9.93K 0.11% 86
2015
Q1 		$261K Buy
+1,866
New +$249K 0.12% 97

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

WealthPLAN Partners's TM Position: Q2 2017 in Review

WealthPLAN Partners sold out of Toyota (TM) in Q2 2017, closing a stake of 150 shares — an estimated $15.9K sold.

WealthPLAN Partners first reported a position in TM in Q1 2015 and held it in 6 quarters. The position peaked at $261K in Q1 2015. 305 funds tracked by Wall St. Rank hold TM as of Q2 2017.

  • WealthPLAN Partners reported no remaining Toyota position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 150 Toyota shares in Q2 2017, an estimated $15.9K.
  • WealthPLAN Partners first reported a position in Toyota in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Toyota position peaked at $261K in Q1 2015.
  • 305 funds tracked by Wall St. Rank held Toyota as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.