IHT Wealth Management’s Lithia Motors LAD Stock Holding History

IHT Wealth Management’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
2017 Q2	–	Sell	-50	Closed	-$4K	–	1434
2017 Q1	$4K	Buy	+50	New	+$4.85K	﹤0.01%	989

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

IHT Wealth Management's LAD Position: Q2 2017 in Review

IHT Wealth Management sold out of Lithia Motors (LAD) in Q2 2017, closing a stake of 50 shares — an estimated $4K sold.

IHT Wealth Management first reported a position in LAD in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 213 funds tracked by Wall St. Rank hold LAD as of Q2 2017.

IHT Wealth Management reported no remaining Lithia Motors position as of Q2 2017 after selling out during the quarter.
IHT Wealth Management sold 50 Lithia Motors shares in Q2 2017, an estimated $4K.
IHT Wealth Management first reported a position in Lithia Motors in Q1 2017 and held it in 1 quarter.
IHT Wealth Management's Lithia Motors position peaked at $4K in Q1 2017.
213 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2017.

Based on IHT Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.