T
TM icon

TradeWorx’s Toyota TM Stock Holding History

TradeWorx’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 		$247K Buy
+2,105
New +$248K 0.33% 134
2013
Q3 		– Sell
-2,518
Closed -$304K – 602
2013
Q2 		$304K Buy
+2,518
New +$294K 0.13% 264

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

TradeWorx's TM Position: Q3 2014 in Review

TradeWorx opened a new position in Toyota (TM) in Q3 2014: 2,105 shares worth $247K. The stake represents 0.33% of the portfolio and ranks #134 among its holdings. This is a return to the name: TradeWorx previously reported a position in TM as recently as Q2 2013.

TradeWorx first reported a position in TM in Q2 2013 and has held it in 2 quarters since. The position peaked at $304K in Q2 2013. 342 funds tracked by Wall St. Rank hold TM as of Q3 2014.

  • TradeWorx held 2,105 shares of Toyota worth $247K as of Q3 2014.
  • Toyota was a new TradeWorx position in Q3 2014.
  • Toyota made up 0.33% of TradeWorx's portfolio in Q3 2014, its #134 holding.
  • TradeWorx first reported a position in Toyota in Q2 2013 and has held it in 2 quarters since.
  • TradeWorx's Toyota position peaked at $304K in Q2 2013.
  • 342 funds tracked by Wall St. Rank held Toyota as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.