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Next Financial Group’s Sonic Automotive SAH Stock Holding History

Next Financial Group’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-340
Closed -$8K – 2291
2014
Q3 		$8K Buy
+340
New +$8.47K ﹤0.01% 1875

Other funds holding SAH

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Next Financial Group's SAH Position: Q4 2014 in Review

Next Financial Group sold out of Sonic Automotive (SAH) in Q4 2014, closing a stake of 340 shares — an estimated $8K sold.

Next Financial Group first reported a position in SAH in Q3 2014 and held it in 1 quarter. The position peaked at $8K in Q3 2014. 147 funds tracked by Wall St. Rank hold SAH as of Q4 2014.

  • Next Financial Group reported no remaining Sonic Automotive position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 340 Sonic Automotive shares in Q4 2014, an estimated $8K.
  • Next Financial Group first reported a position in Sonic Automotive in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's Sonic Automotive position peaked at $8K in Q3 2014.
  • 147 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.