FMA Advisory’s Toyota TM Stock Holding History

FMA 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
2015 Q2	$131K	Buy	+978	New	+$135K	0.08%	129
2014 Q4	$2.04M	Buy	16,297 +705	+5%	+$84.7K	0.71%	50
2014 Q3	$1.83M	Buy	15,592 +935	+6%	+$110K	0.67%	59
2014 Q2	$1.75M	Buy	14,657 +287	+2%	+$32K	0.65%	58
2014 Q1	$1.62M	Buy	14,370 +255	+2%	+$29.4K	0.64%	58
2013 Q4	$1.72M	Buy	14,115 +452	+3%	+$56.8K	0.7%	52
2013 Q3	$1.75M	Buy	13,663 +623	+5%	+$79.3K	0.7%	48
2013 Q2	$1.57M	Buy	+13,040	New	+$1.52M	0.66%	53

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

FMA Advisory's TM Position: Q2 2015 in Review

FMA Advisory opened a new position in Toyota (TM) in Q2 2015: 978 shares worth $131K. The stake represents 0.08% of the portfolio and ranks #129 among its holdings. This is a return to the name: FMA Advisory previously reported a position in TM as recently as Q4 2014.

FMA Advisory first reported a position in TM in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.04M in Q4 2014. 369 funds tracked by Wall St. Rank hold TM as of Q2 2015.

FMA Advisory held 978 shares of Toyota worth $131K as of Q2 2015.
Toyota was a new FMA Advisory position in Q2 2015.
Toyota made up 0.08% of FMA Advisory's portfolio in Q2 2015, its #129 holding.
FMA Advisory first reported a position in Toyota in Q2 2013 and has held it in 8 quarters since.
FMA Advisory's Toyota position peaked at $2.04M in Q4 2014.
369 funds tracked by Wall St. Rank held Toyota as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.