1834 Investment Advisors’s Toyota TM Stock Holding History

1834 Investment Advisors’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
2014 Q2	–	Sell	-3,500	Closed	-$395K	–	166
2014 Q1	$395K	Hold	3,500	–	–	0.12%	112
2013 Q4	$427K	Hold	3,500	–	–	0.13%	111
2013 Q3	$448K	Hold	3,500	–	–	0.15%	103
2013 Q2	$422K	Buy	+3,500	New	+$409K	0.14%	106

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

1834 Investment Advisors's TM Position: Q2 2014 in Review

1834 Investment Advisors sold out of Toyota (TM) in Q2 2014, closing a stake of 3,500 shares — an estimated $395K sold.

1834 Investment Advisors first reported a position in TM in Q2 2013 and held it in 4 quarters. The position peaked at $448K in Q3 2013. 328 funds tracked by Wall St. Rank hold TM as of Q2 2014.

1834 Investment Advisors reported no remaining Toyota position as of Q2 2014 after selling out during the quarter.
1834 Investment Advisors sold 3,500 Toyota shares in Q2 2014, an estimated $395K.
1834 Investment Advisors first reported a position in Toyota in Q2 2013 and held it in 4 quarters.
1834 Investment Advisors's Toyota position peaked at $448K in Q3 2013.
328 funds tracked by Wall St. Rank held Toyota as of Q2 2014.

Based on 1834 Investment Advisors's 13F filing for Q2 2014, filed 6 Aug 2014.