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Winfield Associates’s Toyota TM Stock Holding History

Winfield Associates’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
Q1 		– Sell
-415
Closed -$53K – 604
2017
Q4 		$53K Hold
415
– – 0.03% 199
2017
Q3 		$49K Sell
415
-5
-1% -$567 0.03% 202
2017
Q2 		$44K Buy
420
+60
+17% +$6.41K 0.02% 203
2017
Q1 		$39K Sell
360
-60
-14% -$6.89K 0.02% 203
2016
Q4 		$49K Buy
420
+40
+11% +$4.66K 0.03% 184
2016
Q3 		$44K Buy
380
+75
+25% +$8.59K 0.03% 182
2016
Q2 		$30K Sell
305
-65
-18% -$6.68K 0.02% 212
2016
Q1 		$39K Buy
+370
New +$40.9K 0.03% 191

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Winfield Associates's TM Position: Q1 2018 in Review

Winfield Associates sold out of Toyota (TM) in Q1 2018, closing a stake of 415 shares — an estimated $53K sold.

Winfield Associates first reported a position in TM in Q1 2016 and held it in 8 quarters. The position peaked at $53K in Q4 2017. 361 funds tracked by Wall St. Rank hold TM as of Q1 2018.

  • Winfield Associates reported no remaining Toyota position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 415 Toyota shares in Q1 2018, an estimated $53K.
  • Winfield Associates first reported a position in Toyota in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Toyota position peaked at $53K in Q4 2017.
  • 361 funds tracked by Wall St. Rank held Toyota as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.