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Beaumont Financial Advisors’s Lithia Motors LAD Stock Holding History

Beaumont Financial Advisors’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
2013
Q3 		– Sell
-6,385
Closed -$340K – 168
2013
Q2 		$340K Buy
+6,385
New +$321K 0.03% 124

Other funds holding LAD

Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beaumont Financial Advisors's LAD Position: Q3 2013 in Review

Beaumont Financial Advisors sold out of Lithia Motors (LAD) in Q3 2013, closing a stake of 6,385 shares — an estimated $340K sold.

Beaumont Financial Advisors first reported a position in LAD in Q2 2013 and held it in 1 quarter. The position peaked at $340K in Q2 2013. 185 funds tracked by Wall St. Rank hold LAD as of Q3 2013.

  • Beaumont Financial Advisors reported no remaining Lithia Motors position as of Q3 2013 after selling out during the quarter.
  • Beaumont Financial Advisors sold 6,385 Lithia Motors shares in Q3 2013, an estimated $340K.
  • Beaumont Financial Advisors first reported a position in Lithia Motors in Q2 2013 and held it in 1 quarter.
  • Beaumont Financial Advisors's Lithia Motors position peaked at $340K in Q2 2013.
  • 185 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2013.

Based on Beaumont Financial Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.