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Financial Architects (New Jersey)’s Lithia Motors LAD Stock Holding History

Financial Architects (New Jersey)’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
2018
Q1 		– Sell
-27
Closed -$3K – 1504
2017
Q4 		$3K Hold
27
– – ﹤0.01% 1375
2017
Q3 		$3K Hold
27
– – ﹤0.01% 1365
2017
Q2 		$3K Hold
27
– – ﹤0.01% 1379
2017
Q1 		$2K Buy
+27
New +$2.62K ﹤0.01% 1442

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Architects (New Jersey)'s LAD Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Lithia Motors (LAD) in Q1 2018, closing a stake of 27 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in LAD in Q1 2017 and held it in 4 quarters. The position peaked at $3K in Q4 2017. 254 funds tracked by Wall St. Rank hold LAD as of Q1 2018.

  • Financial Architects (New Jersey) reported no remaining Lithia Motors position as of Q1 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 27 Lithia Motors shares in Q1 2018, an estimated $3K.
  • Financial Architects (New Jersey) first reported a position in Lithia Motors in Q1 2017 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s Lithia Motors position peaked at $3K in Q4 2017.
  • 254 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.