JMH
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J.M. Hartwell’s Toyota TM Stock Holding History

J.M. Hartwell’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
2016
Q1 		– Sell
-6,350
Closed -$781K – 85
2015
Q4 		$781K Buy
6,350
+150
+2% +$18.5K 0.18% 35
2015
Q3 		$727K Sell
6,200
-400
-6% -$50.2K 0.17% 37
2015
Q2 		$883K Buy
6,600
+300
+5% +$41.4K 0.19% 37
2015
Q1 		$881K Buy
6,300
+700
+13% +$93.4K 0.19% 36
2014
Q4 		$703K Hold
5,600
– – 0.16% 43
2014
Q3 		$658K Hold
5,600
– – 0.15% 48
2014
Q2 		$670K Sell
5,600
-200
-3% -$22.3K 0.14% 51
2014
Q1 		$655K Hold
5,800
– – 0.14% 47
2013
Q4 		$707K Buy
5,800
+100
+2% +$12.6K 0.15% 45
2013
Q3 		$730K Hold
5,700
– – 0.16% 40
2013
Q2 		$688K Buy
+5,700
New +$666K 0.17% 42

Other funds holding TM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

J.M. Hartwell's TM Position: Q1 2016 in Review

J.M. Hartwell sold out of Toyota (TM) in Q1 2016, closing a stake of 6,350 shares — an estimated $781K sold.

J.M. Hartwell first reported a position in TM in Q2 2013 and held it in 11 quarters. The position peaked at $883K in Q2 2015. 350 funds tracked by Wall St. Rank hold TM as of Q1 2016.

  • J.M. Hartwell reported no remaining Toyota position as of Q1 2016 after selling out during the quarter.
  • J.M. Hartwell sold 6,350 Toyota shares in Q1 2016, an estimated $781K.
  • J.M. Hartwell first reported a position in Toyota in Q2 2013 and held it in 11 quarters.
  • J.M. Hartwell's Toyota position peaked at $883K in Q2 2015.
  • 350 funds tracked by Wall St. Rank held Toyota as of Q1 2016.

Based on J.M. Hartwell's 13F filing for Q1 2016, filed 21 Apr 2016.