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Brighton Jones LLC’s Lithia Motors LAD Stock Holding History

Brighton Jones LLC’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 		– Sell
-2,135
Closed -$257K – 297
2017
Q3 		$257K Buy
2,135
+5
+0.2% +$523 0.03% 228
2017
Q2 		$201K Buy
+2,130
New +$192K 0.03% 258
2016
Q4 		– Sell
-2,111
Closed -$202K – 159
2016
Q3 		$202K Buy
+2,111
New +$177K 0.03% 220
2016
Q1 		– Sell
-2,093
Closed -$223K – 215
2015
Q4 		$223K Buy
+2,093
New +$241K 0.04% 183

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

Brighton Jones LLC's LAD Position: Q4 2017 in Review

Brighton Jones LLC sold out of Lithia Motors (LAD) in Q4 2017, closing a stake of 2,135 shares — an estimated $257K sold.

Brighton Jones LLC first reported a position in LAD in Q4 2015 and held it in 4 quarters. The position peaked at $257K in Q3 2017. 241 funds tracked by Wall St. Rank hold LAD as of Q4 2017.

  • Brighton Jones LLC reported no remaining Lithia Motors position as of Q4 2017 after selling out during the quarter.
  • Brighton Jones LLC sold 2,135 Lithia Motors shares in Q4 2017, an estimated $257K.
  • Brighton Jones LLC first reported a position in Lithia Motors in Q4 2015 and held it in 4 quarters.
  • Brighton Jones LLC's Lithia Motors position peaked at $257K in Q3 2017.
  • 241 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2017.

Based on Brighton Jones LLC's 13F filing for Q4 2017, filed 8 Feb 2018.