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Obermeyer Wealth Partners’s Toyota TM Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-400
Closed -$48K – 262
2013
Q2 		$48K Buy
+400
New +$46.7K 0.01% 129

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Obermeyer Wealth Partners's TM Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Toyota (TM) in Q3 2013, closing a stake of 400 shares — an estimated $48K sold.

Obermeyer Wealth Partners first reported a position in TM in Q2 2013 and held it in 1 quarter. The position peaked at $48K in Q2 2013. 330 funds tracked by Wall St. Rank hold TM as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Toyota position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 400 Toyota shares in Q3 2013, an estimated $48K.
  • Obermeyer Wealth Partners first reported a position in Toyota in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Toyota position peaked at $48K in Q2 2013.
  • 330 funds tracked by Wall St. Rank held Toyota as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.