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Plante Moran Financial Advisors’s Sonic Automotive SAH Stock Holding History

Plante Moran Financial Advisors’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
Q3 		– Sell
-500
Closed -$13K – 842
2014
Q2 		$13K Hold
500
– – 0.01% 462
2014
Q1 		$11K Buy
+500
New +$11.5K 0.01% 350

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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Plante Moran Financial Advisors's SAH Position: Q3 2014 in Review

Plante Moran Financial Advisors sold out of Sonic Automotive (SAH) in Q3 2014, closing a stake of 500 shares — an estimated $13K sold.

Plante Moran Financial Advisors first reported a position in SAH in Q1 2014 and held it in 2 quarters. The position peaked at $13K in Q2 2014. 143 funds tracked by Wall St. Rank hold SAH as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining Sonic Automotive position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 500 Sonic Automotive shares in Q3 2014, an estimated $13K.
  • Plante Moran Financial Advisors first reported a position in Sonic Automotive in Q1 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Sonic Automotive position peaked at $13K in Q2 2014.
  • 143 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2014, filed 23 Oct 2014.