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Rational Advisors’s Toyota TM Stock Holding History

Rational Advisors’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
Q4 		$2.71M Hold
22,200
– – 0.23% 148
2013
Q3 		$2.84M Sell
22,200
-2,300
-9% -$293K 0.22% 143
2013
Q2 		$2.96M Buy
+24,500
New +$2.86M 0.25% 129

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Rational Advisors's TM Position: Q4 2013 in Review

Rational Advisors held its Toyota (TM) position steady in Q4 2013 at 22,200 shares worth $2.71M. The position accounts for 0.23% of the portfolio, ranked #148.

Rational Advisors first reported a position in TM in Q2 2013 and has held it in 3 quarters since. The position peaked at $2.96M in Q2 2013. 338 funds tracked by Wall St. Rank hold TM as of Q4 2013.

  • Rational Advisors held 22,200 shares of Toyota worth $2.71M as of Q4 2013.
  • Rational Advisors left its Toyota share count unchanged in Q4 2013.
  • Toyota made up 0.23% of Rational Advisors's portfolio in Q4 2013, its #148 holding.
  • Rational Advisors first reported a position in Toyota in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's Toyota position peaked at $2.96M in Q2 2013.
  • 338 funds tracked by Wall St. Rank held Toyota as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.