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First Heartland Consultants’s Sonic Automotive SAH Stock Holding History

First Heartland Consultants’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-50,600
Closed -$1.03M – 321
2017
Q3 		$1.03M Buy
50,600
+9,400
+23% +$171K 0.25% 117
2017
Q2 		$801K Hold
41,200
– – 0.21% 139
2017
Q1 		$826K Hold
41,200
– – 0.23% 127
2016
Q4 		$943K Hold
41,200
– – 0.29% 98
2016
Q3 		$775K Buy
41,200
+8,400
+26% +$149K 0.23% 118
2016
Q2 		$561 Buy
+32,800
New +$567K 0.06% 138

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Heartland Consultants's SAH Position: Q4 2017 in Review

First Heartland Consultants sold out of Sonic Automotive (SAH) in Q4 2017, closing a stake of 50,600 shares — an estimated $1.03M sold.

First Heartland Consultants first reported a position in SAH in Q2 2016 and held it in 6 quarters. The position peaked at $1.03M in Q3 2017. 135 funds tracked by Wall St. Rank hold SAH as of Q4 2017.

  • First Heartland Consultants reported no remaining Sonic Automotive position as of Q4 2017 after selling out during the quarter.
  • First Heartland Consultants sold 50,600 Sonic Automotive shares in Q4 2017, an estimated $1.03M.
  • First Heartland Consultants first reported a position in Sonic Automotive in Q2 2016 and held it in 6 quarters.
  • First Heartland Consultants's Sonic Automotive position peaked at $1.03M in Q3 2017.
  • 135 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2017.

Based on First Heartland Consultants's 13F filing for Q4 2017, filed 26 Feb 2018.