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National Planning Corporation’s Lithia Motors LAD Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-38
Closed -$3.27K – 1425
2014
Q4 		$3.27K Buy
+38
New +$2.94K ﹤0.01% 2465

Other funds holding LAD

Vanguard Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

National Planning Corporation's LAD Position: Q1 2015 in Review

National Planning Corporation sold out of Lithia Motors (LAD) in Q1 2015, closing a stake of 38 shares — an estimated $3.27K sold.

National Planning Corporation first reported a position in LAD in Q4 2014 and held it in 1 quarter. The position peaked at $3.27K in Q4 2014. 228 funds tracked by Wall St. Rank hold LAD as of Q1 2015.

  • National Planning Corporation reported no remaining Lithia Motors position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 38 Lithia Motors shares in Q1 2015, an estimated $3.27K.
  • National Planning Corporation first reported a position in Lithia Motors in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Lithia Motors position peaked at $3.27K in Q4 2014.
  • 228 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.