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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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BFA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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. 250 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.
  • 250 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.