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Haberer Registered Investment Advisor’s Toyota TM Stock Holding History

Haberer Registered Investment Advisor’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 		– Sell
-80
Closed -$9K – 369
2014
Q3 		$9K Hold
80
– – ﹤0.01% 285
2014
Q2 		$10K Hold
80
– – ﹤0.01% 279
2014
Q1 		$9K Hold
80
– – ﹤0.01% 283
2013
Q4 		$10K Hold
80
– – ﹤0.01% 267
2013
Q3 		$10K Buy
+80
New +$10.2K ﹤0.01% 291

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

Haberer Registered Investment Advisor's TM Position: Q4 2014 in Review

Haberer Registered Investment Advisor sold out of Toyota (TM) in Q4 2014, closing a stake of 80 shares — an estimated $9K sold.

Haberer Registered Investment Advisor first reported a position in TM in Q3 2013 and held it in 5 quarters. The position peaked at $10K in Q2 2014. 352 funds tracked by Wall St. Rank hold TM as of Q4 2014.

  • Haberer Registered Investment Advisor reported no remaining Toyota position as of Q4 2014 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 80 Toyota shares in Q4 2014, an estimated $9K.
  • Haberer Registered Investment Advisor first reported a position in Toyota in Q3 2013 and held it in 5 quarters.
  • Haberer Registered Investment Advisor's Toyota position peaked at $10K in Q2 2014.
  • 352 funds tracked by Wall St. Rank held Toyota as of Q4 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q4 2014, filed 13 Jan 2015.