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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
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

WFG Advisors's TM Position: Q2 2017 in Review

WFG Advisors increased its Toyota (TM) stake by 10% in Q2 2017, buying an estimated $41.1K and bringing the position to 4,089 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #218.

WFG Advisors first reported a position in TM in Q2 2013 and has held it in 17 quarters since. The position peaked at $673K in Q1 2015. 305 funds tracked by Wall St. Rank hold TM as of Q2 2017.

  • WFG Advisors held 4,089 shares of Toyota worth $429K as of Q2 2017.
  • WFG Advisors bought 385 Toyota shares in Q2 2017, an estimated $41.1K.
  • Toyota made up 0.1% of WFG Advisors's portfolio in Q2 2017, its #218 holding.
  • WFG Advisors first reported a position in Toyota in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Toyota position peaked at $673K in Q1 2015.
  • 305 funds tracked by Wall St. Rank held Toyota as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.