Beacon Financial Group’s Avis CAR Stock Holding History

Beacon Financial Group’s Portfolio CAR Stock Details CAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-7,100	Closed	-$281K	–	168
2013 Q4	$281K	Sell	7,100 -2,200	-24%	-$73.7K	0.05%	160
2013 Q3	$265K	Buy	+9,300	New	+$278K	0.06%	158

Other funds holding CAR

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

OAMG

Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

Beacon Financial Group's CAR Position: Q1 2014 in Review

Beacon Financial Group sold out of Avis (CAR) in Q1 2014, closing a stake of 7,100 shares — an estimated $281K sold.

Beacon Financial Group first reported a position in CAR in Q3 2013 and held it in 2 quarters. The position peaked at $281K in Q4 2013. 240 funds tracked by Wall St. Rank hold CAR as of Q1 2014.

Beacon Financial Group reported no remaining Avis position as of Q1 2014 after selling out during the quarter.
Beacon Financial Group sold 7,100 Avis shares in Q1 2014, an estimated $281K.
Beacon Financial Group first reported a position in Avis in Q3 2013 and held it in 2 quarters.
Beacon Financial Group's Avis position peaked at $281K in Q4 2013.
240 funds tracked by Wall St. Rank held Avis as of Q1 2014.

Based on Beacon Financial Group's 13F filing for Q1 2014, filed 23 Apr 2014.