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Baltimore-Washington Financial Advisors’s Toyota TM Stock Holding History

Baltimore-Washington Financial 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
2015
Q4 		– Sell
-277
Closed -$32K – 241
2015
Q3 		$32K Buy
+277
New +$34.7K 0.01% 147
2015
Q2 		– Sell
-100
Closed -$14K – 280
2015
Q1 		$14K Buy
+100
New +$13.3K ﹤0.01% 198

Other funds holding TM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Baltimore-Washington Financial Advisors's TM Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of Toyota (TM) in Q4 2015, closing a stake of 277 shares — an estimated $32K sold.

Baltimore-Washington Financial Advisors first reported a position in TM in Q1 2015 and held it in 2 quarters. The position peaked at $32K in Q3 2015. 374 funds tracked by Wall St. Rank hold TM as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Toyota position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 277 Toyota shares in Q4 2015, an estimated $32K.
  • Baltimore-Washington Financial Advisors first reported a position in Toyota in Q1 2015 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's Toyota position peaked at $32K in Q3 2015.
  • 374 funds tracked by Wall St. Rank held Toyota as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.