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Essex Financial Services’s Toyota TM Stock Holding History

Essex Financial Services’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
-2,200
Closed -$271K – 322
2015
Q4 		$271K Sell
2,200
-450
-17% -$55.6K 0.07% 246
2015
Q3 		$311K Buy
+2,650
New +$332K 0.08% 222
2015
Q2 		– Sell
-2,650
Closed -$371K – 342
2015
Q1 		$371K Buy
2,650
+60
+2% +$8.01K 0.1% 210
2014
Q4 		$325K Buy
+2,590
New +$311K 0.08% 224
2013
Q3 		– Sell
-1,745
Closed -$211K – 277
2013
Q2 		$211K Buy
+1,745
New +$204K 0.07% 241

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

Essex Financial Services's TM Position: Q1 2016 in Review

Essex Financial Services sold out of Toyota (TM) in Q1 2016, closing a stake of 2,200 shares — an estimated $271K sold.

Essex Financial Services first reported a position in TM in Q2 2013 and held it in 5 quarters. The position peaked at $371K in Q1 2015. 351 funds tracked by Wall St. Rank hold TM as of Q1 2016.

  • Essex Financial Services reported no remaining Toyota position as of Q1 2016 after selling out during the quarter.
  • Essex Financial Services sold 2,200 Toyota shares in Q1 2016, an estimated $271K.
  • Essex Financial Services first reported a position in Toyota in Q2 2013 and held it in 5 quarters.
  • Essex Financial Services's Toyota position peaked at $371K in Q1 2015.
  • 351 funds tracked by Wall St. Rank held Toyota as of Q1 2016.

Based on Essex Financial Services's 13F filing for Q1 2016, filed 11 May 2016.