Curian Capital’s Lithia Motors LAD Stock Holding History

Curian Capital’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 Q1	–	Sell	-2,078	Closed	-$222K	–	218
2015 Q4	$222K	Sell	2,078 -8,582	-81%	-$986K	0.02%	446
2015 Q3	$1.15M	Sell	10,660 -8,684	-45%	-$975K	0.03%	348
2015 Q2	$2.19M	Buy	19,344 +67	+0.3%	+$7.13K	0.04%	309
2015 Q1	$1.92M	Buy	19,277 +243	+1%	+$21.8K	0.03%	340
2014 Q4	$1.65M	Buy	19,034 +4,581	+32%	+$355K	0.03%	336
2014 Q3	$1.09M	Buy	14,453 +235	+2%	+$20.8K	0.02%	412
2014 Q2	$1.34M	Buy	14,218 +339	+2%	+$25.9K	0.02%	373
2014 Q1	$922K	Buy	+13,879	New	+$867K	0.02%	452

Other funds holding LAD

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

BFA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PWAM

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Curian Capital's LAD Position: Q1 2016 in Review

Curian Capital sold out of Lithia Motors (LAD) in Q1 2016, closing a stake of 2,078 shares — an estimated $222K sold.

Curian Capital first reported a position in LAD in Q1 2014 and held it in 8 quarters. The position peaked at $2.19M in Q2 2015. 247 funds tracked by Wall St. Rank hold LAD as of Q1 2016.

Curian Capital reported no remaining Lithia Motors position as of Q1 2016 after selling out during the quarter.
Curian Capital sold 2,078 Lithia Motors shares in Q1 2016, an estimated $222K.
Curian Capital first reported a position in Lithia Motors in Q1 2014 and held it in 8 quarters.
Curian Capital's Lithia Motors position peaked at $2.19M in Q2 2015.
247 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.