Independence Trust’s Honda HMC Stock Holding History

Independence Trust’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-10,520	Closed	-$341K	–	107
2015 Q2	$341K	Buy	+10,520	New	+$358K	0.23%	78

Other funds holding HMC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

JHC

JFB Holdings Corp Atlanta, Georgia $3.13B AUM 14.67% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independence Trust's HMC Position: Q3 2015 in Review

Independence Trust sold out of Honda (HMC) in Q3 2015, closing a stake of 10,520 shares — an estimated $341K sold.

Independence Trust first reported a position in HMC in Q2 2015 and held it in 1 quarter. The position peaked at $341K in Q2 2015. 227 funds tracked by Wall St. Rank hold HMC as of Q3 2015.

Independence Trust reported no remaining Honda position as of Q3 2015 after selling out during the quarter.
Independence Trust sold 10,520 Honda shares in Q3 2015, an estimated $341K.
Independence Trust first reported a position in Honda in Q2 2015 and held it in 1 quarter.
Independence Trust's Honda position peaked at $341K in Q2 2015.
227 funds tracked by Wall St. Rank held Honda as of Q3 2015.

Based on Independence Trust's 13F filing for Q3 2015, filed 16 Oct 2015.