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Sheets Smith Wealth Management’s Toyota TM Stock Holding History

Sheets Smith Wealth 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
Q1 		– Sell
-4,886
Closed -$596K – 278
2013
Q4 		$596K Buy
4,886
+9
+0.2% +$1.13K 0.16% 163
2013
Q3 		$624K Buy
4,877
+188
+4% +$23.9K 0.2% 142
2013
Q2 		$566K Buy
+4,689
New +$548K 0.19% 154

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sheets Smith Wealth Management's TM Position: Q1 2014 in Review

Sheets Smith Wealth Management sold out of Toyota (TM) in Q1 2014, closing a stake of 4,886 shares — an estimated $596K sold.

Sheets Smith Wealth Management first reported a position in TM in Q2 2013 and held it in 3 quarters. The position peaked at $624K in Q3 2013. 332 funds tracked by Wall St. Rank hold TM as of Q1 2014.

  • Sheets Smith Wealth Management reported no remaining Toyota position as of Q1 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 4,886 Toyota shares in Q1 2014, an estimated $596K.
  • Sheets Smith Wealth Management first reported a position in Toyota in Q2 2013 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Toyota position peaked at $624K in Q3 2013.
  • 332 funds tracked by Wall St. Rank held Toyota as of Q1 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2014, filed 2 Jun 2014.