Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Lithia Motors LAD Stock Holding History

Luther King Capital Management (LKCM)’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
2016
Q1 		– Sell
-315,495
Closed -$33.7M – 519
2015
Q4 		$33.7M Sell
315,495
-27,400
-8% -$3.15M 0.32% 77
2015
Q3 		$37.1M Sell
342,895
-6,670
-2% -$749K 0.36% 71
2015
Q2 		$39.6M Sell
349,565
-26,960
-7% -$2.87M 0.34% 77
2015
Q1 		$37.4M Sell
376,525
-89,855
-19% -$8.07M 0.31% 81
2014
Q4 		$40.4M Buy
+466,380
New +$36.1M 0.33% 88

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Luther King Capital Management (LKCM)'s LAD Position: Q1 2016 in Review

Luther King Capital Management (LKCM) sold out of Lithia Motors (LAD) in Q1 2016, closing a stake of 315,495 shares — an estimated $33.7M sold.

Luther King Capital Management (LKCM) first reported a position in LAD in Q4 2014 and held it in 5 quarters. The position peaked at $40.4M in Q4 2014. 247 funds tracked by Wall St. Rank hold LAD as of Q1 2016.

  • Luther King Capital Management (LKCM) reported no remaining Lithia Motors position as of Q1 2016 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 315,495 Lithia Motors shares in Q1 2016, an estimated $33.7M.
  • Luther King Capital Management (LKCM) first reported a position in Lithia Motors in Q4 2014 and held it in 5 quarters.
  • Luther King Capital Management (LKCM)'s Lithia Motors position peaked at $40.4M in Q4 2014.
  • 247 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2016.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2016, filed 12 May 2016.