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VSR Financial Services’s Toyota TM Stock Holding History

VSR Financial Services’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
2016
Q1 		– Sell
-1,667
Closed -$205K – 611
2015
Q4 		$205K Sell
1,667
-67
-4% -$8.29K 0.02% 524
2015
Q3 		$203K Buy
1,734
+58
+3% +$7.27K 0.02% 506
2015
Q2 		$224K Buy
+1,676
New +$231K 0.02% 500

Other funds holding TM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VSR Financial Services's TM Position: Q1 2016 in Review

VSR Financial Services sold out of Toyota (TM) in Q1 2016, closing a stake of 1,667 shares — an estimated $205K sold.

VSR Financial Services first reported a position in TM in Q2 2015 and held it in 3 quarters. The position peaked at $224K in Q2 2015. 351 funds tracked by Wall St. Rank hold TM as of Q1 2016.

  • VSR Financial Services reported no remaining Toyota position as of Q1 2016 after selling out during the quarter.
  • VSR Financial Services sold 1,667 Toyota shares in Q1 2016, an estimated $205K.
  • VSR Financial Services first reported a position in Toyota in Q2 2015 and held it in 3 quarters.
  • VSR Financial Services's Toyota position peaked at $224K in Q2 2015.
  • 351 funds tracked by Wall St. Rank held Toyota as of Q1 2016.

Based on VSR Financial Services's 13F filing for Q1 2016, filed 5 May 2016.