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Transaction Details

Company: Tata Motors
Yahoo Beta:1.91
Industry:Auto Manufacturers - Major

Company Description:  Tata Motors, Ltd. designs, manufactures, and sells automobiles, trucks, and buses. The company is based in India, where the company has a substantial share of the market for commercial vehicles.

Purchase Date:22 Apr 2009 Sale Date:28 Sep 2016
Purchase Price:$7.05 Sale Price:$40.35
  --Split Adjusted:$7.05  --Split Adjusted:$40.35
Shares Purchased:200 Shares Sold:19
  --Split Adjusted:200  --Split Adjusted:19
Transaction Fee:$12.95 Transaction Fee:$4.42
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$7.81 High$0.00
Date15 Apr 2009 Date01 Jan 1996
Low$3.14 Low$0.00
Date02 Mar 2009 Date01 Jan 1996
S&P (Purchase Date):$857.14 S&P (Sale Date):$2,156.14

Timing:  The stock has appreciated significantly in recent weeks.
Reason:  The company is introducing a new, five passenger inexpensive car in India. The introduction has been delayed. We expect revenues to increase substantially in the next year or two.

Timing:  0
Reason:  Tata Motors' stock price has appreciated to the point where our position now represents 8% of our portfolio's value. We voted to trim our position to 5%

S&P Gain: 151.55 % Annualized Gain: 13.37%
Stock Gain: 472.39 % Annualized Gain: 26.79%

Net Holding Return ($): $634.81
Net Holding Return (%): 432.14 %