CSat Investment Advisory’s Toyota TM Stock Holding History

CSat Investment Advisory’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	–	Sell	-58,062	Closed	-$6.95M	–	26
2014 Q2	$6.95M	Buy	58,062 +13,213	+29%	+$1.47M	3.46%	19
2014 Q1	$5.06M	Sell	44,849 -19,400	-30%	-$2.24M	2.59%	27
2013 Q4	$7.83M	Sell	64,249 -49,820	-44%	-$6.26M	3.09%	22
2013 Q3	$14.6M	Buy	+114,069	New	+$14.5M	4.19%	14

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

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

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

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

CSat Investment Advisory's TM Position: Q3 2014 in Review

CSat Investment Advisory sold out of Toyota (TM) in Q3 2014, closing a stake of 58,062 shares — an estimated $6.95M sold.

CSat Investment Advisory first reported a position in TM in Q3 2013 and held it in 4 quarters. The position peaked at $14.6M in Q3 2013. 342 funds tracked by Wall St. Rank hold TM as of Q3 2014.

CSat Investment Advisory reported no remaining Toyota position as of Q3 2014 after selling out during the quarter.
CSat Investment Advisory sold 58,062 Toyota shares in Q3 2014, an estimated $6.95M.
CSat Investment Advisory first reported a position in Toyota in Q3 2013 and held it in 4 quarters.
CSat Investment Advisory's Toyota position peaked at $14.6M in Q3 2013.
342 funds tracked by Wall St. Rank held Toyota as of Q3 2014.

Based on CSat Investment Advisory's 13F filing for Q3 2014, filed 14 Nov 2014.