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BTG Pactual Global Asset Management’s Lithia Motors LAD Stock Holding History

BTG Pactual Global Asset Management’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
2015
Q2 		– Sell
-4,900
Closed -$488K – 212
2015
Q1 		$488K Buy
+4,900
New +$440K 0.04% 151

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BTG Pactual Global Asset Management's LAD Position: Q2 2015 in Review

BTG Pactual Global Asset Management sold out of Lithia Motors (LAD) in Q2 2015, closing a stake of 4,900 shares — an estimated $488K sold.

BTG Pactual Global Asset Management first reported a position in LAD in Q1 2015 and held it in 1 quarter. The position peaked at $488K in Q1 2015. 251 funds tracked by Wall St. Rank hold LAD as of Q2 2015.

  • BTG Pactual Global Asset Management reported no remaining Lithia Motors position as of Q2 2015 after selling out during the quarter.
  • BTG Pactual Global Asset Management sold 4,900 Lithia Motors shares in Q2 2015, an estimated $488K.
  • BTG Pactual Global Asset Management first reported a position in Lithia Motors in Q1 2015 and held it in 1 quarter.
  • BTG Pactual Global Asset Management's Lithia Motors position peaked at $488K in Q1 2015.
  • 251 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2015.

Based on BTG Pactual Global Asset Management's 13F filing for Q2 2015, filed 12 Aug 2015.