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Wright Investors Service’s Toyota TM Stock Holding History

Wright Investors Service’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
-4,415
Closed -$561K – 211
2017
Q4 		$561K Sell
4,415
-4,460
-50% -$556K 0.19% 128
2017
Q3 		$1.06M Buy
8,875
+1,020
+13% +$116K 0.39% 70
2017
Q2 		$825K Sell
7,855
-1,110
-12% -$119K 0.31% 85
2017
Q1 		$974K Sell
8,965
-3,400
-27% -$390K 0.39% 73
2016
Q4 		$1.45M Sell
12,365
-14,775
-54% -$1.72M 0.63% 46
2016
Q3 		$3.15M Sell
27,140
-315
-1% -$36.1K 1.31% 9
2016
Q2 		$2.75M Sell
27,455
-4,479
-14% -$460K 1.13% 22
2016
Q1 		$3.4M Sell
31,934
-4,985
-14% -$551K 1.34% 14
2015
Q4 		$4.54M Sell
36,919
-1,215
-3% -$150K 1.68% 5
2015
Q3 		$4.47M Buy
38,134
+585
+2% +$73.4K 2.02% 3
2015
Q2 		$5.02M Buy
37,549
+390
+1% +$53.8K 2.4% 3
2015
Q1 		$5.2M Sell
37,159
-1,356
-4% -$181K 2.5% 1
2014
Q4 		$4.83M Buy
38,515
+1,865
+5% +$224K 2.37% 2
2014
Q3 		$4.31M Sell
36,650
-2,025
-5% -$239K 2.13% 4
2014
Q2 		$4.63M Sell
38,675
-850
-2% -$94.7K 2.09% 6
2014
Q1 		$4.46M Sell
39,525
-2,375
-6% -$274K 2% 5
2013
Q4 		$5.11M Sell
41,900
-375
-0.9% -$47.1K 2.25% 3
2013
Q3 		$5.41M Buy
42,275
+3,385
+9% +$431K 2.45% 1
2013
Q2 		$4.69M Buy
+38,890
New +$4.54M 2.22% 3

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wright Investors Service's TM Position: Q1 2018 in Review

Wright Investors Service sold out of Toyota (TM) in Q1 2018, closing a stake of 4,415 shares — an estimated $561K sold.

Wright Investors Service first reported a position in TM in Q2 2013 and held it in 19 quarters. The position peaked at $5.41M in Q3 2013. 361 funds tracked by Wall St. Rank hold TM as of Q1 2018.

  • Wright Investors Service reported no remaining Toyota position as of Q1 2018 after selling out during the quarter.
  • Wright Investors Service sold 4,415 Toyota shares in Q1 2018, an estimated $561K.
  • Wright Investors Service first reported a position in Toyota in Q2 2013 and held it in 19 quarters.
  • Wright Investors Service's Toyota position peaked at $5.41M in Q3 2013.
  • 361 funds tracked by Wall St. Rank held Toyota as of Q1 2018.

Based on Wright Investors Service's 13F filing for Q1 2018, filed 25 Apr 2018.