FundX Investment Group’s Lithia Motors LAD Stock Holding History

FundX Investment Group’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
2015 Q2	–	Sell	-2,800	Closed	-$278K	–	21
2015 Q1	$278K	Buy	+2,800	New	+$252K	0.09%	23

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

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

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FundX Investment Group's LAD Position: Q2 2015 in Review

FundX Investment Group sold out of Lithia Motors (LAD) in Q2 2015, closing a stake of 2,800 shares — an estimated $278K sold.

FundX Investment Group first reported a position in LAD in Q1 2015 and held it in 1 quarter. The position peaked at $278K in Q1 2015. 250 funds tracked by Wall St. Rank hold LAD as of Q2 2015.

FundX Investment Group reported no remaining Lithia Motors position as of Q2 2015 after selling out during the quarter.
FundX Investment Group sold 2,800 Lithia Motors shares in Q2 2015, an estimated $278K.
FundX Investment Group first reported a position in Lithia Motors in Q1 2015 and held it in 1 quarter.
FundX Investment Group's Lithia Motors position peaked at $278K in Q1 2015.
250 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2015.

Based on FundX Investment Group's 13F filing for Q2 2015, filed 11 Aug 2015.