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Gary Goldberg Planning Services’s Toyota TM Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$11K Hold
89
– – ﹤0.01% 351
2014
Q3 		$10K Sell
89
-100
-53% -$11.8K ﹤0.01% 383
2014
Q2 		$23K Buy
189
+185
+4,625% +$20.6K 0.01% 285
2014
Q1 		$0 Buy
+4
New +$462 ﹤0.01% 445

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gary Goldberg Planning Services's TM Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Toyota (TM) position steady in Q4 2014 at 89 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Gary Goldberg Planning Services first reported a position in TM in Q1 2014 and has held it in 4 quarters since. The position peaked at $23K in Q2 2014. 352 funds tracked by Wall St. Rank hold TM as of Q4 2014.

  • Gary Goldberg Planning Services held 89 shares of Toyota worth $11K as of Q4 2014.
  • Gary Goldberg Planning Services left its Toyota share count unchanged in Q4 2014.
  • Toyota made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #351 holding.
  • Gary Goldberg Planning Services first reported a position in Toyota in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's Toyota position peaked at $23K in Q2 2014.
  • 352 funds tracked by Wall St. Rank held Toyota as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.