TJHA
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Thomas J. Herzfeld Advisors’s Honda HMC Stock Holding History

Thomas J. Herzfeld Advisors’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-300
Closed -$11K – 304
2014
Q1 		$11K Hold
300
– – 0.01% 258
2013
Q4 		$12K Hold
300
– – 0.01% 269
2013
Q3 		$11K Buy
+300
New +$11.5K 0.01% 257

Other funds holding HMC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Thomas J. Herzfeld Advisors's HMC Position: Q2 2014 in Review

Thomas J. Herzfeld Advisors sold out of Honda (HMC) in Q2 2014, closing a stake of 300 shares — an estimated $11K sold.

Thomas J. Herzfeld Advisors first reported a position in HMC in Q3 2013 and held it in 3 quarters. The position peaked at $12K in Q4 2013. 219 funds tracked by Wall St. Rank hold HMC as of Q2 2014.

  • Thomas J. Herzfeld Advisors reported no remaining Honda position as of Q2 2014 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 300 Honda shares in Q2 2014, an estimated $11K.
  • Thomas J. Herzfeld Advisors first reported a position in Honda in Q3 2013 and held it in 3 quarters.
  • Thomas J. Herzfeld Advisors's Honda position peaked at $12K in Q4 2013.
  • 219 funds tracked by Wall St. Rank held Honda as of Q2 2014.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.