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BB&T Investment Services’s Lithia Motors LAD Stock Holding History

BB&T Investment Services’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$89K Buy
788
+13
+2% +$1.51K 0.01% 434
2017
Q3 		$93K Buy
775
+10
+1% +$1.05K 0.02% 387
2017
Q2 		$74K Buy
765
+263
+52% +$23.8K 0.02% 385
2017
Q1 		$43K Hold
502
– – 0.02% 405
2016
Q4 		$49K Buy
+502
New +$46K 0.04% 300

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BB&T Investment Services's LAD Position: Q4 2017 in Review

BB&T Investment Services increased its Lithia Motors (LAD) stake by 1.7% in Q4 2017, buying an estimated $1.51K and bringing the position to 788 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #434.

BB&T Investment Services first reported a position in LAD in Q4 2016 and has held it in 5 quarters since. The position peaked at $93K in Q3 2017. 241 funds tracked by Wall St. Rank hold LAD as of Q4 2017.

  • BB&T Investment Services held 788 shares of Lithia Motors worth $89K as of Q4 2017.
  • BB&T Investment Services bought 13 Lithia Motors shares in Q4 2017, an estimated $1.51K.
  • Lithia Motors made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #434 holding.
  • BB&T Investment Services first reported a position in Lithia Motors in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Lithia Motors position peaked at $93K in Q3 2017.
  • 241 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.