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Torch Wealth Management’s Target TGT Stock Holding History

Torch Wealth Management’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-200
Closed -$12K – 282
2014
Q1 		$12K Hold
200
– – 0.01% 247
2013
Q4 		$13K Buy
+200
New +$12.8K 0.01% 212

Other funds holding TGT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Torch Wealth Management's TGT Position: Q2 2014 in Review

Torch Wealth Management sold out of Target (TGT) in Q2 2014, closing a stake of 200 shares — an estimated $12K sold.

Torch Wealth Management first reported a position in TGT in Q4 2013 and held it in 2 quarters. The position peaked at $13K in Q4 2013. 998 funds tracked by Wall St. Rank hold TGT as of Q2 2014.

  • Torch Wealth Management reported no remaining Target position as of Q2 2014 after selling out during the quarter.
  • Torch Wealth Management sold 200 Target shares in Q2 2014, an estimated $12K.
  • Torch Wealth Management first reported a position in Target in Q4 2013 and held it in 2 quarters.
  • Torch Wealth Management's Target position peaked at $13K in Q4 2013.
  • 998 funds tracked by Wall St. Rank held Target as of Q2 2014.

Based on Torch Wealth Management's 13F filing for Q2 2014, filed 23 Jul 2014.