Kelly Lawrence W & Associates’s Toyota TM Stock Holding History

Kelly Lawrence W & Associates’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 Q2	–	Sell	-45	Closed	-$5K	–	136
2014 Q1	$5K	Hold	45	–	–	﹤0.01%	121
2013 Q4	$5K	Buy	+45	New	+$5.66K	﹤0.01%	122
2013 Q3	–	Sell	-45	Closed	-$5K	–	105
2013 Q2	$5K	Buy	+45	New	+$5.25K	﹤0.01%	113

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Kelly Lawrence W & Associates's TM Position: Q2 2014 in Review

Kelly Lawrence W & Associates sold out of Toyota (TM) in Q2 2014, closing a stake of 45 shares — an estimated $5K sold.

Kelly Lawrence W & Associates first reported a position in TM in Q2 2013 and held it in 3 quarters. The position peaked at $5K in Q1 2014. 328 funds tracked by Wall St. Rank hold TM as of Q2 2014.

Kelly Lawrence W & Associates reported no remaining Toyota position as of Q2 2014 after selling out during the quarter.
Kelly Lawrence W & Associates sold 45 Toyota shares in Q2 2014, an estimated $5K.
Kelly Lawrence W & Associates first reported a position in Toyota in Q2 2013 and held it in 3 quarters.
Kelly Lawrence W & Associates's Toyota position peaked at $5K in Q1 2014.
328 funds tracked by Wall St. Rank held Toyota as of Q2 2014.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2014, filed 15 Aug 2014.