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New England Investment & Retirement Group’s Toyota TM Stock Holding History

New England Investment & Retirement Group’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
-32,712
Closed -$3.69M – 61
2014
Q1 		$3.69M Sell
32,712
-841
-3% -$97.1K 2.26% 12
2013
Q4 		$4.04M Buy
33,553
+267
+0.8% +$33.6K 2.51% 10
2013
Q3 		$4.22M Sell
33,286
-1,740
-5% -$221K 2.57% 11
2013
Q2 		$4.23M Buy
+35,026
New +$4.09M 2.66% 12

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

New England Investment & Retirement Group's TM Position: Q2 2014 in Review

New England Investment & Retirement Group sold out of Toyota (TM) in Q2 2014, closing a stake of 32,712 shares — an estimated $3.69M sold.

New England Investment & Retirement Group first reported a position in TM in Q2 2013 and held it in 4 quarters. The position peaked at $4.23M in Q2 2013. 328 funds tracked by Wall St. Rank hold TM as of Q2 2014.

  • New England Investment & Retirement Group reported no remaining Toyota position as of Q2 2014 after selling out during the quarter.
  • New England Investment & Retirement Group sold 32,712 Toyota shares in Q2 2014, an estimated $3.69M.
  • New England Investment & Retirement Group first reported a position in Toyota in Q2 2013 and held it in 4 quarters.
  • New England Investment & Retirement Group's Toyota position peaked at $4.23M in Q2 2013.
  • 328 funds tracked by Wall St. Rank held Toyota as of Q2 2014.

Based on New England Investment & Retirement Group's 13F filing for Q2 2014, filed 4 Sep 2014.