Sharkey, Howes & Javer’s Lithia Motors LAD Stock Holding History

Sharkey, Howes & Javer’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
2015 Q3	–	Sell	-379	Closed	-$43K	–	229
2015 Q2	$43K	Buy	+379	New	+$40.3K	0.03%	84

Other funds holding LAD

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sharkey, Howes & Javer's LAD Position: Q3 2015 in Review

Sharkey, Howes & Javer sold out of Lithia Motors (LAD) in Q3 2015, closing a stake of 379 shares — an estimated $43K sold.

Sharkey, Howes & Javer first reported a position in LAD in Q2 2015 and held it in 1 quarter. The position peaked at $43K in Q2 2015. 246 funds tracked by Wall St. Rank hold LAD as of Q3 2015.

Sharkey, Howes & Javer reported no remaining Lithia Motors position as of Q3 2015 after selling out during the quarter.
Sharkey, Howes & Javer sold 379 Lithia Motors shares in Q3 2015, an estimated $43K.
Sharkey, Howes & Javer first reported a position in Lithia Motors in Q2 2015 and held it in 1 quarter.
Sharkey, Howes & Javer's Lithia Motors position peaked at $43K in Q2 2015.
246 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2015, filed 5 Nov 2015.