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Coe Capital Management’s Lithia Motors LAD Stock Holding History

Coe Capital 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
2017
Q2 		– Sell
-7,000
Closed -$600K – 87
2017
Q1 		$600K Buy
7,000
+220
+3% +$21.3K 0.72% 55
2016
Q4 		$657K Sell
6,780
-12,818
-65% -$1.18M 0.85% 44
2016
Q3 		$1.67M Sell
19,598
-40,823
-68% -$3.43M 0.54% 57
2016
Q2 		$4.29M Buy
+60,421
New +$4.84M 1.48% 10

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coe Capital Management's LAD Position: Q2 2017 in Review

Coe Capital Management sold out of Lithia Motors (LAD) in Q2 2017, closing a stake of 7,000 shares — an estimated $600K sold.

Coe Capital Management first reported a position in LAD in Q2 2016 and held it in 4 quarters. The position peaked at $4.29M in Q2 2016. 213 funds tracked by Wall St. Rank hold LAD as of Q2 2017.

  • Coe Capital Management reported no remaining Lithia Motors position as of Q2 2017 after selling out during the quarter.
  • Coe Capital Management sold 7,000 Lithia Motors shares in Q2 2017, an estimated $600K.
  • Coe Capital Management first reported a position in Lithia Motors in Q2 2016 and held it in 4 quarters.
  • Coe Capital Management's Lithia Motors position peaked at $4.29M in Q2 2016.
  • 213 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2017.

Based on Coe Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.