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Elite Wealth Management’s Lithia Motors LAD Stock Holding History

Elite Wealth 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
2014
Q4 		– Sell
-31
Closed -$3K – 267
2014
Q3 		$3K Sell
31
-1
-3% -$88 ﹤0.01% 439
2014
Q2 		$4K Buy
+32
New +$2.45K ﹤0.01% 328

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return

Elite Wealth Management's LAD Position: Q1 2014 in Review

Elite Wealth Management sold out of Lithia Motors (LAD) in Q1 2014, closing a stake of 150 shares — an estimated $10K sold.

Elite Wealth Management first reported a position in LAD in Q3 2013 and held it in 2 quarters. The position peaked at $11K in Q3 2013. 202 funds tracked by Wall St. Rank hold LAD as of Q1 2014.

  • Elite Wealth Management reported no remaining Lithia Motors position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 150 Lithia Motors shares in Q1 2014, an estimated $10K.
  • Elite Wealth Management first reported a position in Lithia Motors in Q3 2013 and held it in 2 quarters.
  • Elite Wealth Management's Lithia Motors position peaked at $11K in Q3 2013.
  • 202 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.