EMFAT
Emerald Mutual Fund Advisers Trust’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-146,733
| Closed | -$13.8M | – | 224 |
|
|
2014
Q2 | $13.8M | Buy |
146,733
+37,460
| +34% | +$3.52M | 1.27% | 18 |
|
|
2014
Q1 | $7.26M | Sell |
109,273
-44,903
| -29% | -$2.98M | 0.69% | 60 |
|
|
2013
Q4 | $9.62M | Buy |
154,176
+53,030
| +52% | +$3.31M | 0.57% | 71 |
|
|
2013
Q3 | $7.38M | Buy |
101,146
+14,486
| +17% | +$1.06M | 1.02% | 28 |
|
|
2013
Q2 | $4.62M | Buy |
+86,660
| New | +$4.62M | 0.78% | 46 |
|