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WESPAC Advisors’s Toyota TM Stock Holding History

WESPAC 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
-11,058
Closed -$1.28M – 136
2016
Q3 		$1.28M Sell
11,058
-1,611
-13% -$184K 1.45% 27
2016
Q2 		$1.27M Buy
12,669
+1,660
+15% +$171K 1.31% 27
2016
Q1 		$1.17M Buy
+11,009
New +$1.22M 1.45% 28

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.02T AUM 30.18% 1-Year Est. Return

WESPAC Advisors's TM Position: Q4 2016 in Review

WESPAC Advisors sold out of Toyota (TM) in Q4 2016, closing a stake of 11,058 shares — an estimated $1.28M sold.

WESPAC Advisors first reported a position in TM in Q1 2016 and held it in 3 quarters. The position peaked at $1.28M in Q3 2016. 349 funds tracked by Wall St. Rank hold TM as of Q4 2016.

  • WESPAC Advisors reported no remaining Toyota position as of Q4 2016 after selling out during the quarter.
  • WESPAC Advisors sold 11,058 Toyota shares in Q4 2016, an estimated $1.28M.
  • WESPAC Advisors first reported a position in Toyota in Q1 2016 and held it in 3 quarters.
  • WESPAC Advisors's Toyota position peaked at $1.28M in Q3 2016.
  • 349 funds tracked by Wall St. Rank held Toyota as of Q4 2016.

Based on WESPAC Advisors's 13F filing for Q4 2016, filed 1 Feb 2017.