Partnervest Advisory Services’s Toyota TM Stock Holding History

Partnervest Advisory 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
2014 Q3	–	Sell	-78	Closed	-$9K	–	730
2014 Q2	$9K	Sell	78 -41	-34%	-$4.57K	﹤0.01%	707
2014 Q1	$13K	Sell	119 -134	-53%	-$15.5K	0.01%	606
2013 Q4	$31K	Sell	253 -77	-23%	-$9.68K	0.01%	400
2013 Q3	$42K	Sell	330 -29	-8%	-$3.69K	0.02%	310
2013 Q2	$43K	Buy	+359	New	+$41.9K	0.02%	266

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

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

TIM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

DSC

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

Partnervest Advisory Services's TM Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Toyota (TM) in Q3 2014, closing a stake of 78 shares — an estimated $9K sold.

Partnervest Advisory Services first reported a position in TM in Q2 2013 and held it in 5 quarters. The position peaked at $43K in Q2 2013. 342 funds tracked by Wall St. Rank hold TM as of Q3 2014.

Partnervest Advisory Services reported no remaining Toyota position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 78 Toyota shares in Q3 2014, an estimated $9K.
Partnervest Advisory Services first reported a position in Toyota in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Toyota position peaked at $43K in Q2 2013.
342 funds tracked by Wall St. Rank held Toyota as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.