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YorkBridge Wealth Partners’s Toyota TM Stock Holding History

YorkBridge Wealth Partners’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
Q1 		– Sell
-19
Closed -$2K – 919
2016
Q4 		$2K Buy
+19
New +$2.21K ﹤0.01% 777

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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
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

YorkBridge Wealth Partners's TM Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Toyota (TM) in Q1 2017, closing a stake of 19 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in TM in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 333 funds tracked by Wall St. Rank hold TM as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining Toyota position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 19 Toyota shares in Q1 2017, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Toyota in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Toyota position peaked at $2K in Q4 2016.
  • 333 funds tracked by Wall St. Rank held Toyota as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.