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Nationwide Fund Advisors’s Lithia Motors LAD Stock Holding History

Nationwide Fund Advisors’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
-15,508
Closed -$1.87M – 1126
2017
Q3 		$1.87M Sell
15,508
-390
-2% -$40.8K 0.01% 1475
2017
Q2 		$1.5M Sell
15,898
-659
-4% -$59.5K 0.01% 1564
2017
Q1 		$1.42M Sell
16,557
-25,709
-61% -$2.49M 0.01% 1565
2016
Q4 		$4.09M Sell
42,266
-11,071
-21% -$1.01M 0.02% 1094
2016
Q3 		$5.09M Sell
53,337
-40,116
-43% -$3.37M 0.02% 962
2016
Q2 		$6.64M Sell
93,453
-47,123
-34% -$3.78M 0.03% 802
2016
Q1 		$12.1M Sell
140,576
-8,387
-6% -$721K 0.05% 496
2015
Q4 		$15.9M Sell
148,963
-11,806
-7% -$1.36M 0.07% 366
2015
Q3 		$17.4M Sell
160,769
-16,999
-10% -$1.91M 0.08% 300
2015
Q2 		$20.1M Buy
177,768
+15,706
+10% +$1.67M 0.08% 287
2015
Q1 		$16.1M Buy
162,062
+20,358
+14% +$1.83M 0.06% 378
2014
Q4 		$12.3M Sell
141,704
-19,911
-12% -$1.54M 0.05% 463
2014
Q3 		$12.2M Buy
161,615
+2,490
+2% +$220K 0.05% 470
2014
Q2 		$15M Buy
159,125
+41,641
+35% +$3.18M 0.06% 408
2014
Q1 		$7.81M Sell
117,484
-13,915
-11% -$869K 0.04% 634
2013
Q4 		$9.12M Sell
131,399
-39,387
-23% -$2.64M 0.04% 608
2013
Q3 		$12.5M Buy
170,786
+62,329
+57% +$4.08M 0.06% 426
2013
Q2 		$5.78M Buy
+108,457
New +$5.45M 0.03% 733

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
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
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
Bank of New York Mellon
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nationwide Fund Advisors's LAD Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Lithia Motors (LAD) in Q4 2017, closing a stake of 15,508 shares — an estimated $1.87M sold.

Nationwide Fund Advisors first reported a position in LAD in Q2 2013 and held it in 18 quarters. The position peaked at $20.1M in Q2 2015. 241 funds tracked by Wall St. Rank hold LAD as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Lithia Motors position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 15,508 Lithia Motors shares in Q4 2017, an estimated $1.87M.
  • Nationwide Fund Advisors first reported a position in Lithia Motors in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Lithia Motors position peaked at $20.1M in Q2 2015.
  • 241 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.