Checchi Capital Advisers’s Lithia Motors LAD Stock Holding History

Checchi Capital Advisers’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
2016 Q3	–	Sell	-48	Closed	-$3K	–	836
2016 Q2	$3K	Hold	48	–	–	﹤0.01%	1473
2016 Q1	$4K	Buy	+48	New	+$4.12K	﹤0.01%	1446

Other funds holding LAD

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Checchi Capital Advisers's LAD Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Lithia Motors (LAD) in Q3 2016, closing a stake of 48 shares — an estimated $3K sold.

Checchi Capital Advisers first reported a position in LAD in Q1 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2016. 207 funds tracked by Wall St. Rank hold LAD as of Q3 2016.

Checchi Capital Advisers reported no remaining Lithia Motors position as of Q3 2016 after selling out during the quarter.
Checchi Capital Advisers sold 48 Lithia Motors shares in Q3 2016, an estimated $3K.
Checchi Capital Advisers first reported a position in Lithia Motors in Q1 2016 and held it in 2 quarters.
Checchi Capital Advisers's Lithia Motors position peaked at $4K in Q1 2016.
207 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.