WAS
TM icon

WESPAC Advisors SoCal’s Toyota TM Stock Holding History

WESPAC Advisors SoCal’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
Q2 		– Sell
-1,400
Closed -$149K – 306
2016
Q1 		$149K Hold
1,400
– – 0.11% 77
2015
Q4 		$172K Buy
+1,400
New +$173K 0.11% 88

Other funds holding TM

Adage Capital Partners
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WESPAC Advisors SoCal's TM Position: Q2 2016 in Review

WESPAC Advisors SoCal sold out of Toyota (TM) in Q2 2016, closing a stake of 1,400 shares — an estimated $149K sold.

WESPAC Advisors SoCal first reported a position in TM in Q4 2015 and held it in 2 quarters. The position peaked at $172K in Q4 2015. 326 funds tracked by Wall St. Rank hold TM as of Q2 2016.

  • WESPAC Advisors SoCal reported no remaining Toyota position as of Q2 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 1,400 Toyota shares in Q2 2016, an estimated $149K.
  • WESPAC Advisors SoCal first reported a position in Toyota in Q4 2015 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Toyota position peaked at $172K in Q4 2015.
  • 326 funds tracked by Wall St. Rank held Toyota as of Q2 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2016, filed 12 Aug 2016.