Kanaly Trust’s Lithia Motors LAD Stock Holding History

Kanaly Trust’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	-37	Closed	-$3K	–	759
2014 Q3	$3K	Buy	+37	New	+$3.27K	﹤0.01%	618

Other funds holding LAD

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 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

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

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

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

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

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

Kanaly Trust's LAD Position: Q4 2014 in Review

Kanaly Trust sold out of Lithia Motors (LAD) in Q4 2014, closing a stake of 37 shares — an estimated $3K sold.

Kanaly Trust first reported a position in LAD in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 213 funds tracked by Wall St. Rank hold LAD as of Q4 2014.

Kanaly Trust reported no remaining Lithia Motors position as of Q4 2014 after selling out during the quarter.
Kanaly Trust sold 37 Lithia Motors shares in Q4 2014, an estimated $3K.
Kanaly Trust first reported a position in Lithia Motors in Q3 2014 and held it in 1 quarter.
Kanaly Trust's Lithia Motors position peaked at $3K in Q3 2014.
213 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2014.

Based on Kanaly Trust's 13F filing for Q4 2014, filed 26 Jan 2015.