Winthrop Partners - WNY’s Toyota TM Stock Holding History

Winthrop Partners - WNY’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
2019 Q3	$26.9K	Hold	200	–	–	0.02%	213
2019 Q2	$24.8K	Hold	200	–	–	0.02%	173
2019 Q1	$24K	Hold	200	–	–	0.02%	173
2018 Q4	$23.2K	Hold	200	–	–	0.02%	173
2018 Q3	$24.9K	Hold	200	–	–	0.02%	208
2018 Q2	$25.8K	Hold	200	–	–	0.02%	221
2018 Q1	$25.2K	Buy	+200	New	+$26.8K	0.02%	260

Other funds holding TM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PPA

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winthrop Partners - WNY's TM Position: Q3 2019 in Review

Winthrop Partners - WNY held its Toyota (TM) position steady in Q3 2019 at 200 shares worth $26.9K. The position accounts for 0.02% of the portfolio, ranked #213.

Winthrop Partners - WNY first reported a position in TM in Q1 2018 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold TM as of Q3 2019.

Winthrop Partners - WNY held 200 shares of Toyota worth $26.9K as of Q3 2019.
Winthrop Partners - WNY left its Toyota share count unchanged in Q3 2019.
Toyota made up 0.02% of Winthrop Partners - WNY's portfolio in Q3 2019, its #213 holding.
Winthrop Partners - WNY first reported a position in Toyota in Q1 2018 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held Toyota as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.