FDS
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First Dallas Securities’s Toyota TM Stock Holding History

First Dallas Securities’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
2019
Q3 		– Sell
-1,900
Closed -$236K – 90
2019
Q2 		$236K Buy
1,900
+75
+4% +$9.15K 0.21% 75
2019
Q1 		$215K Sell
1,825
-300
-14% -$36.3K 0.15% 84
2018
Q4 		$247K Sell
2,125
-1,525
-42% -$181K 0.21% 78
2018
Q3 		$454K Sell
3,650
-400
-10% -$50.6K 0.28% 67
2018
Q2 		$522K Sell
4,050
-850
-17% -$112K 0.33% 68
2018
Q1 		$639K Buy
+4,900
New +$657K 0.42% 56
2015
Q3 		– Sell
-1,525
Closed -$204K – 112
2015
Q2 		$204K Sell
1,525
-600
-28% -$82.7K 0.15% 97
2015
Q1 		$297K Sell
2,125
-550
-21% -$73.4K 0.21% 75
2014
Q4 		$336K Sell
2,675
-350
-12% -$42K 0.22% 77
2014
Q3 		$356K Buy
3,025
+50
+2% +$5.89K 0.21% 71
2014
Q2 		$356K Sell
2,975
-50
-2% -$5.57K 0.21% 75
2014
Q1 		$342K Sell
3,025
-531
-15% -$61.3K 0.23% 68
2013
Q4 		$433K Buy
3,556
+31
+0.9% +$3.9K 0.29% 63
2013
Q3 		$451K Hold
3,525
– – 0.34% 54
2013
Q2 		$425K Buy
+3,525
New +$412K 0.33% 55

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return