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Gideon Capital Advisors’s Lithia Motors LAD Stock Holding History

Gideon Capital Advisors’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
2014
Q4 		– Sell
-3,196
Closed -$242K – 252
2014
Q3 		$242K Buy
+3,196
New +$283K 0.09% 230

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BFA
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Dimensional Fund Advisors
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Goldman Sachs
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return

Gideon Capital Advisors's LAD Position: Q4 2014 in Review

Gideon Capital Advisors sold out of Lithia Motors (LAD) in Q4 2014, closing a stake of 3,196 shares — an estimated $242K sold.

Gideon Capital Advisors first reported a position in LAD in Q3 2014 and held it in 1 quarter. The position peaked at $242K in Q3 2014. 213 funds tracked by Wall St. Rank hold LAD as of Q4 2014.

  • Gideon Capital Advisors reported no remaining Lithia Motors position as of Q4 2014 after selling out during the quarter.
  • Gideon Capital Advisors sold 3,196 Lithia Motors shares in Q4 2014, an estimated $242K.
  • Gideon Capital Advisors first reported a position in Lithia Motors in Q3 2014 and held it in 1 quarter.
  • Gideon Capital Advisors's Lithia Motors position peaked at $242K in Q3 2014.
  • 213 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2014.

Based on Gideon Capital Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.