Ronald Blue & Co’s Toyota TM Stock Holding History

Ronald Blue & Co’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
2015 Q3	–	Sell	-2,152	Closed	-$288K	–	365
2015 Q2	$288K	Buy	2,152 +33	+2%	+$4.55K	0.01%	261
2015 Q1	$297K	Buy	+2,119	New	+$283K	0.01%	260

Other funds holding TM

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSC

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ronald Blue & Co's TM Position: Q3 2015 in Review

Ronald Blue & Co sold out of Toyota (TM) in Q3 2015, closing a stake of 2,152 shares — an estimated $288K sold.

Ronald Blue & Co first reported a position in TM in Q1 2015 and held it in 2 quarters. The position peaked at $297K in Q1 2015. 373 funds tracked by Wall St. Rank hold TM as of Q3 2015.

Ronald Blue & Co reported no remaining Toyota position as of Q3 2015 after selling out during the quarter.
Ronald Blue & Co sold 2,152 Toyota shares in Q3 2015, an estimated $288K.
Ronald Blue & Co first reported a position in Toyota in Q1 2015 and held it in 2 quarters.
Ronald Blue & Co's Toyota position peaked at $297K in Q1 2015.
373 funds tracked by Wall St. Rank held Toyota as of Q3 2015.

Based on Ronald Blue & Co's 13F filing for Q3 2015, filed 13 Nov 2015.