Mosaic Family Wealth’s Lithia Motors LAD Stock Holding History

Mosaic Family Wealth’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 Q4	–	Sell	-80	Closed	-$10K	–	813
2017 Q3	$10K	Buy	+80	New	+$8.37K	﹤0.01%	569

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

PWAM

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

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

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

Mosaic Family Wealth's LAD Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Lithia Motors (LAD) in Q4 2017, closing a stake of 80 shares — an estimated $10K sold.

Mosaic Family Wealth first reported a position in LAD in Q3 2017 and held it in 1 quarter. The position peaked at $10K in Q3 2017. 241 funds tracked by Wall St. Rank hold LAD as of Q4 2017.

Mosaic Family Wealth reported no remaining Lithia Motors position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 80 Lithia Motors shares in Q4 2017, an estimated $10K.
Mosaic Family Wealth first reported a position in Lithia Motors in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Lithia Motors position peaked at $10K in Q3 2017.
241 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.