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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:14 Feb 2018
Purchase Price:$7.05 Sale Price:$29.20
  --Split Adjusted:$7.05  --Split Adjusted:$29.20
Shares Purchased:200 Shares Sold:90
  --Split Adjusted:200  --Split Adjusted:90
Transaction Fee:$12.95 Transaction Fee:$5.01
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):$2,698.63

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:  We are overweight consumer discretionary and want to trim our position. Tata Motors has not performed well over the last two years and we anticipate demand will continue to be sluggish.

S&P Gain: 214.84 % Annualized Gain: 14.04%
Stock Gain: 314.18 % Annualized Gain: 17.68%

Net Holding Return ($): $2,067.53
Net Holding Return (%): 319.33 %