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Pinnacle Financial Partners (Tennessee)’s Lithia Motors LAD Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
Q2 		– Sell
-2,540
Closed -$222K – 284
2016
Q1 		$222K Buy
2,540
+160
+7% +$13.7K 0.06% 218
2015
Q4 		$254K Buy
2,380
+35
+1% +$4.02K 0.08% 211
2015
Q3 		$254K Buy
2,345
+165
+8% +$18.5K 0.08% 189
2015
Q2 		$247K Hold
2,180
– – 0.08% 192
2015
Q1 		$217K Buy
+2,180
New +$196K 0.07% 197

Other funds holding LAD

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s LAD Position: Q2 2016 in Review

Pinnacle Financial Partners (Tennessee) sold out of Lithia Motors (LAD) in Q2 2016, closing a stake of 2,540 shares — an estimated $222K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in LAD in Q1 2015 and held it in 5 quarters. The position peaked at $254K in Q4 2015. 223 funds tracked by Wall St. Rank hold LAD as of Q2 2016.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Lithia Motors position as of Q2 2016 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 2,540 Lithia Motors shares in Q2 2016, an estimated $222K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Lithia Motors in Q1 2015 and held it in 5 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Lithia Motors position peaked at $254K in Q4 2015.
  • 223 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2016.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2016, filed 2 Aug 2016.