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Mariner Independent Advisor Network’s Lithia Motors LAD Stock Holding History

Mariner Independent Advisor Network’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
-24,989
Closed -$2.14M – 274
2017
Q1 		$2.14M Buy
+24,989
New +$2.42M 0.26% 60

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mariner Independent Advisor Network's LAD Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of Lithia Motors (LAD) in Q2 2017, closing a stake of 24,989 shares — an estimated $2.14M sold.

Mariner Independent Advisor Network first reported a position in LAD in Q1 2017 and held it in 1 quarter. The position peaked at $2.14M in Q1 2017. 213 funds tracked by Wall St. Rank hold LAD as of Q2 2017.

  • Mariner Independent Advisor Network reported no remaining Lithia Motors position as of Q2 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 24,989 Lithia Motors shares in Q2 2017, an estimated $2.14M.
  • Mariner Independent Advisor Network first reported a position in Lithia Motors in Q1 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Lithia Motors position peaked at $2.14M in Q1 2017.
  • 213 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.