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McNamara Financial Services’s Toyota TM Stock Holding History

McNamara Financial 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
2015
Q1 		– Sell
-350
Closed -$44K – 152
2014
Q4 		$44K Buy
+350
New +$42K 0.04% 96

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
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

McNamara Financial Services's TM Position: Q1 2015 in Review

McNamara Financial Services sold out of Toyota (TM) in Q1 2015, closing a stake of 350 shares — an estimated $44K sold.

McNamara Financial Services first reported a position in TM in Q4 2014 and held it in 1 quarter. The position peaked at $44K in Q4 2014. 373 funds tracked by Wall St. Rank hold TM as of Q1 2015.

  • McNamara Financial Services reported no remaining Toyota position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 350 Toyota shares in Q1 2015, an estimated $44K.
  • McNamara Financial Services first reported a position in Toyota in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Toyota position peaked at $44K in Q4 2014.
  • 373 funds tracked by Wall St. Rank held Toyota as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.