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U.S. Global Investors (USGI)’s Toyota TM Stock Holding History

U.S. Global Investors (USGI)’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
2013
Q3 		– Sell
-2,000
Closed -$241K – 352
2013
Q2 		$241K Buy
+2,000
New +$234K 0.04% 194

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

U.S. Global Investors (USGI)'s TM Position: Q3 2013 in Review

U.S. Global Investors (USGI) sold out of Toyota (TM) in Q3 2013, closing a stake of 2,000 shares — an estimated $241K sold.

U.S. Global Investors (USGI) first reported a position in TM in Q2 2013 and held it in 1 quarter. The position peaked at $241K in Q2 2013. 330 funds tracked by Wall St. Rank hold TM as of Q3 2013.

  • U.S. Global Investors (USGI) reported no remaining Toyota position as of Q3 2013 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 2,000 Toyota shares in Q3 2013, an estimated $241K.
  • U.S. Global Investors (USGI) first reported a position in Toyota in Q2 2013 and held it in 1 quarter.
  • U.S. Global Investors (USGI)'s Toyota position peaked at $241K in Q2 2013.
  • 330 funds tracked by Wall St. Rank held Toyota as of Q3 2013.

Based on U.S. Global Investors (USGI)'s 13F filing for Q3 2013, filed 14 Nov 2013.