Chesley Taft & Associates’s AutoNation AN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-9,905
| Closed | -$465K | – | 253 |
|
|
2016
Q2 | $465K | Sell |
9,905
-305
| -3% | -$14.3K | 0.05% | 207 |
|
|
2016
Q1 | $477K | Hold |
10,210
| – | – | 0.05% | 198 |
|
|
2015
Q4 | $609K | Hold |
10,210
| – | – | 0.06% | 180 |
|
|
2015
Q3 | $594K | Buy |
10,210
+2,150
| +27% | +$125K | 0.06% | 161 |
|
|
2015
Q2 | $508K | Hold |
8,060
| – | – | 0.05% | 180 |
|
|
2015
Q1 | $518K | Buy |
8,060
+500
| +7% | +$32.1K | 0.05% | 183 |
|
|
2014
Q4 | $457K | Sell |
7,560
-90
| -1% | -$5.44K | 0.05% | 189 |
|
|
2014
Q3 | $385K | Buy |
7,650
+160
| +2% | +$8.05K | 0.04% | 196 |
|
|
2014
Q2 | $447K | Hold |
7,490
| – | – | 0.05% | 189 |
|
|
2014
Q1 | $399K | Buy |
7,490
+565
| +8% | +$30.1K | 0.04% | 196 |
|
|
2013
Q4 | $344K | Buy |
+6,925
| New | +$344K | 0.03% | 231 |
|