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Stratton Management’s Toyota TM Stock Holding History

Stratton 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
-1,700
Closed -$203K – 343
2014
Q2 		$203K Buy
+1,700
New +$189K 0.01% 340
2014
Q1 		– Sell
-1,700
Closed -$207K – 342
2013
Q4 		$207K Hold
1,700
– – 0.01% 334
2013
Q3 		$218K Buy
+1,700
New +$216K 0.01% 326

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
Adage Capital Partners
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
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

Stratton Management's TM Position: Q3 2014 in Review

Stratton Management sold out of Toyota (TM) in Q3 2014, closing a stake of 1,700 shares — an estimated $203K sold.

Stratton Management first reported a position in TM in Q3 2013 and held it in 3 quarters. The position peaked at $218K in Q3 2013. 342 funds tracked by Wall St. Rank hold TM as of Q3 2014.

  • Stratton Management reported no remaining Toyota position as of Q3 2014 after selling out during the quarter.
  • Stratton Management sold 1,700 Toyota shares in Q3 2014, an estimated $203K.
  • Stratton Management first reported a position in Toyota in Q3 2013 and held it in 3 quarters.
  • Stratton Management's Toyota position peaked at $218K in Q3 2013.
  • 342 funds tracked by Wall St. Rank held Toyota as of Q3 2014.

Based on Stratton Management's 13F filing for Q3 2014, filed 12 Nov 2014.