GGPS
SAH icon

Gary Goldberg Planning Services’s Sonic Automotive SAH Stock Holding History

Gary Goldberg Planning Services’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
2014
Q2 		– Sell
-2
Closed – – 457
2014
Q1 		$0 Buy
+2
New +$46 ﹤0.01% 440

Other funds holding SAH

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
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
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gary Goldberg Planning Services's SAH Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Sonic Automotive (SAH) in Q2 2014, closing a stake of 2 shares.

Gary Goldberg Planning Services first reported a position in SAH in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 135 funds tracked by Wall St. Rank hold SAH as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Sonic Automotive position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 2 Sonic Automotive shares in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in Sonic Automotive in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Sonic Automotive position peaked at $0 in Q1 2014.
  • 135 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.