RTIM
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Round Table Investment Management’s Toyota TM Stock Holding History

Round Table Investment Management’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
-8,000
Closed -$957K – 55
2014
Q2 		$957K Buy
+8,000
New +$891K 0.4% 39

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Round Table Investment Management's TM Position: Q3 2014 in Review

Round Table Investment Management sold out of Toyota (TM) in Q3 2014, closing a stake of 8,000 shares — an estimated $957K sold.

Round Table Investment Management first reported a position in TM in Q2 2014 and held it in 1 quarter. The position peaked at $957K in Q2 2014. 341 funds tracked by Wall St. Rank hold TM as of Q3 2014.

  • Round Table Investment Management reported no remaining Toyota position as of Q3 2014 after selling out during the quarter.
  • Round Table Investment Management sold 8,000 Toyota shares in Q3 2014, an estimated $957K.
  • Round Table Investment Management first reported a position in Toyota in Q2 2014 and held it in 1 quarter.
  • Round Table Investment Management's Toyota position peaked at $957K in Q2 2014.
  • 341 funds tracked by Wall St. Rank held Toyota as of Q3 2014.

Based on Round Table Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.