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Independent Portfolio Consultants’s Lithia Motors LAD Stock Holding History

Independent Portfolio Consultants’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
-285
Closed -$24K – 819
2017
Q1 		$24K Buy
+285
New +$27.6K 0.01% 646

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Portfolio Consultants's LAD Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of Lithia Motors (LAD) in Q2 2017, closing a stake of 285 shares — an estimated $24K sold.

Independent Portfolio Consultants first reported a position in LAD in Q1 2017 and held it in 1 quarter. The position peaked at $24K in Q1 2017. 214 funds tracked by Wall St. Rank hold LAD as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining Lithia Motors position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 285 Lithia Motors shares in Q2 2017, an estimated $24K.
  • Independent Portfolio Consultants first reported a position in Lithia Motors in Q1 2017 and held it in 1 quarter.
  • Independent Portfolio Consultants's Lithia Motors position peaked at $24K in Q1 2017.
  • 214 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.