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Dana Investment Advisors’s Toyota TM Stock Holding History

Dana 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
2016
Q1 		– Sell
-557
Closed -$557K – 303
2015
Q4 		$557K Sell
557
-4,923
-90% -$609K 0.03% 216
2015
Q3 		$643K Sell
5,480
-269
-5% -$33.7K 0.03% 205
2015
Q2 		$769K Buy
5,749
+100
+2% +$13.8K 0.04% 207
2015
Q1 		$790K Buy
5,649
+2,366
+72% +$316K 0.04% 200
2014
Q4 		$412K Sell
3,283
-61
-2% -$7.33K 0.02% 236
2014
Q3 		$393K Sell
3,344
-93
-3% -$11K 0.02% 230
2014
Q2 		$411K Buy
3,437
+400
+13% +$44.5K 0.02% 231
2014
Q1 		$343K Sell
3,037
-1,227
-29% -$142K 0.02% 240
2013
Q4 		$520K Buy
4,264
+1,320
+45% +$166K 0.03% 225
2013
Q3 		$377K Sell
2,944
-3,142
-52% -$400K 0.03% 236
2013
Q2 		$734K Buy
+6,086
New +$711K 0.06% 153

Other funds holding TM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dana Investment Advisors's TM Position: Q1 2016 in Review

Dana Investment Advisors sold out of Toyota (TM) in Q1 2016, closing a stake of 557 shares — an estimated $557K sold.

Dana Investment Advisors first reported a position in TM in Q2 2013 and held it in 11 quarters. The position peaked at $790K in Q1 2015. 351 funds tracked by Wall St. Rank hold TM as of Q1 2016.

  • Dana Investment Advisors reported no remaining Toyota position as of Q1 2016 after selling out during the quarter.
  • Dana Investment Advisors sold 557 Toyota shares in Q1 2016, an estimated $557K.
  • Dana Investment Advisors first reported a position in Toyota in Q2 2013 and held it in 11 quarters.
  • Dana Investment Advisors's Toyota position peaked at $790K in Q1 2015.
  • 351 funds tracked by Wall St. Rank held Toyota as of Q1 2016.

Based on Dana Investment Advisors's 13F filing for Q1 2016, filed 12 May 2016.