Cobiz Wealth’s Honda HMC Stock Holding History

Cobiz Wealth’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-187	Closed	-$7K	–	219
2013 Q2	$7K	Buy	+187	New	+$7.26K	﹤0.01%	302

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cobiz Wealth's HMC Position: Q3 2013 in Review

Cobiz Wealth sold out of Honda (HMC) in Q3 2013, closing a stake of 187 shares — an estimated $7K sold.

Cobiz Wealth first reported a position in HMC in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 208 funds tracked by Wall St. Rank hold HMC as of Q3 2013.

Cobiz Wealth reported no remaining Honda position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 187 Honda shares in Q3 2013, an estimated $7K.
Cobiz Wealth first reported a position in Honda in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Honda position peaked at $7K in Q2 2013.
208 funds tracked by Wall St. Rank held Honda as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.