EWM
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Evercore Wealth Management’s Toyota TM Stock Holding History

Evercore Wealth Management’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
Q2 		– Sell
-48
Closed -$5K – 1040
2014
Q1 		$5K Hold
48
– – ﹤0.01% 863
2013
Q4 		$6K Sell
48
-105
-69% -$13.2K ﹤0.01% 791
2013
Q3 		$20K Buy
+153
New +$19.5K ﹤0.01% 688

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Evercore Wealth Management's TM Position: Q2 2014 in Review

Evercore Wealth Management sold out of Toyota (TM) in Q2 2014, closing a stake of 48 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in TM in Q3 2013 and held it in 3 quarters. The position peaked at $20K in Q3 2013. 328 funds tracked by Wall St. Rank hold TM as of Q2 2014.

  • Evercore Wealth Management reported no remaining Toyota position as of Q2 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 48 Toyota shares in Q2 2014, an estimated $5K.
  • Evercore Wealth Management first reported a position in Toyota in Q3 2013 and held it in 3 quarters.
  • Evercore Wealth Management's Toyota position peaked at $20K in Q3 2013.
  • 328 funds tracked by Wall St. Rank held Toyota as of Q2 2014.

Based on Evercore Wealth Management's 13F filing for Q2 2014, filed 14 Aug 2014.