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Oakworth Capital’s Sonic Automotive SAH Stock Holding History

Oakworth Capital’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
2016
Q4 		– Sell
-100
Closed -$2K – 674
2016
Q3 		$2K Buy
+100
New +$1.77K ﹤0.01% 565

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Oakworth Capital's SAH Position: Q4 2016 in Review

Oakworth Capital sold out of Sonic Automotive (SAH) in Q4 2016, closing a stake of 100 shares — an estimated $2K sold.

Oakworth Capital first reported a position in SAH in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 144 funds tracked by Wall St. Rank hold SAH as of Q4 2016.

  • Oakworth Capital reported no remaining Sonic Automotive position as of Q4 2016 after selling out during the quarter.
  • Oakworth Capital sold 100 Sonic Automotive shares in Q4 2016, an estimated $2K.
  • Oakworth Capital first reported a position in Sonic Automotive in Q3 2016 and held it in 1 quarter.
  • Oakworth Capital's Sonic Automotive position peaked at $2K in Q3 2016.
  • 144 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2016.

Based on Oakworth Capital's 13F filing for Q4 2016, filed 30 Jan 2017.