WC
TM icon

Whitnell & Co’s Toyota TM Stock Holding History

Whitnell & Co’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
2018
Q3 		– Sell
-91
Closed -$12K – 343
2018
Q2 		$12K Hold
91
– – 0.01% 223
2018
Q1 		$12K Hold
91
– – 0.01% 239
2017
Q4 		$12K Buy
+91
New +$11.3K 0.01% 224
2017
Q1 		– Sell
-235
Closed -$28K – 357
2016
Q4 		$28K Hold
235
– – 0.01% 196
2016
Q3 		$27K Hold
235
– – 0.01% 202
2016
Q2 		$23K Buy
235
+177
+305% +$18.2K 0.01% 213
2016
Q1 		$6K Sell
58
-155
-73% -$17.1K ﹤0.01% 278
2015
Q4 		$26K Hold
213
– – 0.01% 208
2015
Q3 		$25K Buy
+213
New +$26.7K 0.01% 200

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Whitnell & Co's TM Position: Q3 2018 in Review

Whitnell & Co sold out of Toyota (TM) in Q3 2018, closing a stake of 91 shares — an estimated $12K sold.

Whitnell & Co first reported a position in TM in Q3 2015 and held it in 9 quarters. The position peaked at $28K in Q4 2016. 337 funds tracked by Wall St. Rank hold TM as of Q3 2018.

  • Whitnell & Co reported no remaining Toyota position as of Q3 2018 after selling out during the quarter.
  • Whitnell & Co sold 91 Toyota shares in Q3 2018, an estimated $12K.
  • Whitnell & Co first reported a position in Toyota in Q3 2015 and held it in 9 quarters.
  • Whitnell & Co's Toyota position peaked at $28K in Q4 2016.
  • 337 funds tracked by Wall St. Rank held Toyota as of Q3 2018.

Based on Whitnell & Co's 13F filing for Q3 2018, filed 23 Oct 2018.