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Osborn Williams & Donohoe’s Toyota TM Stock Holding History

Osborn Williams & Donohoe’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
-2,885
Closed -$326K – 232
2014
Q1 		$326K Hold
2,885
– – 0.07% 175
2013
Q4 		$352K Hold
2,885
– – 0.08% 171
2013
Q3 		$369K Hold
2,885
– – 0.09% 168
2013
Q2 		$348K Buy
+2,885
New +$337K 0.09% 164

Other funds holding TM

Fisher Asset Management
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
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
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Morgan Stanley
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
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

Osborn Williams & Donohoe's TM Position: Q2 2014 in Review

Osborn Williams & Donohoe sold out of Toyota (TM) in Q2 2014, closing a stake of 2,885 shares — an estimated $326K sold.

Osborn Williams & Donohoe first reported a position in TM in Q2 2013 and held it in 4 quarters. The position peaked at $369K in Q3 2013. 328 funds tracked by Wall St. Rank hold TM as of Q2 2014.

  • Osborn Williams & Donohoe reported no remaining Toyota position as of Q2 2014 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 2,885 Toyota shares in Q2 2014, an estimated $326K.
  • Osborn Williams & Donohoe first reported a position in Toyota in Q2 2013 and held it in 4 quarters.
  • Osborn Williams & Donohoe's Toyota position peaked at $369K in Q3 2013.
  • 328 funds tracked by Wall St. Rank held Toyota as of Q2 2014.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2014, filed 23 Jul 2014.