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Banyan Partners’s Toyota TM Stock Holding History

Banyan 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
2014
Q3 		$668K Sell
5,683
-1,312
-19% -$155K 0.06% 263
2014
Q2 		$837K Buy
6,995
+514
+8% +$57.2K 0.07% 251
2014
Q1 		$732K Sell
6,481
-20
-0.3% -$2.31K 0.06% 258
2013
Q4 		$793K Buy
+6,501
New +$817K 0.06% 259

Other funds holding TM

Fisher Asset Management
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Banyan Partners's TM Position: Q3 2014 in Review

Banyan Partners reduced its Toyota (TM) stake by 19% in Q3 2014, selling an estimated $155K and leaving 5,683 shares worth $668K. The position accounts for 0.06% of the portfolio, ranked #263.

Banyan Partners first reported a position in TM in Q4 2013 and has held it in 4 quarters since. The position peaked at $837K in Q2 2014. 342 funds tracked by Wall St. Rank hold TM as of Q3 2014.

  • Banyan Partners held 5,683 shares of Toyota worth $668K as of Q3 2014.
  • Banyan Partners sold 1,312 Toyota shares in Q3 2014, an estimated $155K.
  • Toyota made up 0.06% of Banyan Partners's portfolio in Q3 2014, its #263 holding.
  • Banyan Partners first reported a position in Toyota in Q4 2013 and has held it in 4 quarters since.
  • Banyan Partners's Toyota position peaked at $837K in Q2 2014.
  • 342 funds tracked by Wall St. Rank held Toyota as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.