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Reilly Financial Advisors’s Lithia Motors LAD Stock Holding History

Reilly Financial 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
2014
Q1 		– Sell
-20
Closed -$1K – 827
2013
Q4 		$1K Buy
+20
New +$1.34K ﹤0.01% 830

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Reilly Financial Advisors's LAD Position: Q1 2014 in Review

Reilly Financial Advisors sold out of Lithia Motors (LAD) in Q1 2014, closing a stake of 20 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in LAD in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 202 funds tracked by Wall St. Rank hold LAD as of Q1 2014.

  • Reilly Financial Advisors reported no remaining Lithia Motors position as of Q1 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 20 Lithia Motors shares in Q1 2014, an estimated $1K.
  • Reilly Financial Advisors first reported a position in Lithia Motors in Q4 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's Lithia Motors position peaked at $1K in Q4 2013.
  • 202 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2014.

Based on Reilly Financial Advisors's 13F filing for Q1 2014, filed 23 Apr 2014.