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MYCIO Wealth Partners’s Lithia Motors LAD Stock Holding History

MYCIO Wealth Partners’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
Q3 		– Sell
-41
Closed -$3K – 941
2016
Q2 		$3K Buy
+41
New +$3.29K ﹤0.01% 793

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BFA
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

MYCIO Wealth Partners's LAD Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Lithia Motors (LAD) in Q3 2016, closing a stake of 41 shares — an estimated $3K sold.

MYCIO Wealth Partners first reported a position in LAD in Q2 2016 and held it in 1 quarter. The position peaked at $3K in Q2 2016. 207 funds tracked by Wall St. Rank hold LAD as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining Lithia Motors position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 41 Lithia Motors shares in Q3 2016, an estimated $3K.
  • MYCIO Wealth Partners first reported a position in Lithia Motors in Q2 2016 and held it in 1 quarter.
  • MYCIO Wealth Partners's Lithia Motors position peaked at $3K in Q2 2016.
  • 207 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.