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Windsor Capital Management’s Toyota TM Stock Holding History

Windsor Capital Management’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
Q1 		– Sell
-80
Closed -$10K – 277
2013
Q4 		$10K Buy
+80
New +$10.1K 0.01% 337

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Windsor Capital Management's TM Position: Q1 2014 in Review

Windsor Capital Management sold out of Toyota (TM) in Q1 2014, closing a stake of 80 shares — an estimated $10K sold.

Windsor Capital Management first reported a position in TM in Q4 2013 and held it in 1 quarter. The position peaked at $10K in Q4 2013. 332 funds tracked by Wall St. Rank hold TM as of Q1 2014.

  • Windsor Capital Management reported no remaining Toyota position as of Q1 2014 after selling out during the quarter.
  • Windsor Capital Management sold 80 Toyota shares in Q1 2014, an estimated $10K.
  • Windsor Capital Management first reported a position in Toyota in Q4 2013 and held it in 1 quarter.
  • Windsor Capital Management's Toyota position peaked at $10K in Q4 2013.
  • 332 funds tracked by Wall St. Rank held Toyota as of Q1 2014.

Based on Windsor Capital Management's 13F filing for Q1 2014, filed 28 Apr 2014.