WFG Advisors’s Toyota TM Stock Holding History

WFG 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
2017 Q2	$429K	Buy	4,089 +385	+10%	+$41.1K	0.1%	218
2017 Q1	$402K	Sell	3,704 -54	-1%	-$6.2K	0.11%	204
2016 Q4	$440K	Sell	3,758 -108	-3%	-$12.6K	0.11%	218
2016 Q3	$449K	Sell	3,866 -409	-10%	-$46.8K	0.11%	194
2016 Q2	$427K	Buy	4,275 +400	+10%	+$41.1K	0.11%	189
2016 Q1	$412K	Buy	3,875 +115	+3%	+$12.7K	0.12%	189
2015 Q4	$463K	Sell	3,760 -45	-1%	-$5.56K	0.14%	174
2015 Q3	$446K	Sell	3,805 -550	-13%	-$69K	0.14%	166
2015 Q2	$583K	Sell	4,355 -452	-9%	-$62.3K	0.16%	139
2015 Q1	$673K	Sell	4,807 -101	-2%	-$13.5K	0.19%	126
2014 Q4	$616K	Sell	4,908 -53	-1%	-$6.37K	0.12%	182
2014 Q3	$583K	Sell	4,961 -142	-3%	-$16.7K	0.11%	220
2014 Q2	$611K	Buy	5,103 +3,952	+343%	+$440K	0.11%	210
2014 Q1	$130K	Sell	1,151 -65	-5%	-$7.5K	0.03%	552
2013 Q4	$148K	Buy	1,216 +214	+21%	+$26.9K	0.02%	607
2013 Q3	$128K	Hold	1,002	–	–	0.02%	623
2013 Q2	$121K	Buy	+1,002	New	+$117K	0.02%	598

Other funds holding TM

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

Dimensional Fund Advisors

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

Renaissance Technologies

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

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return