SBIA
LAD icon

Sheaff Brock Investment Advisors’s Lithia Motors LAD Stock Holding History

Sheaff Brock Investment 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
2016
Q1 		– Sell
-16,818
Closed -$1.79M – 663
2015
Q4 		$1.79M Buy
+16,818
New +$1.93M 0.2% 121

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sheaff Brock Investment Advisors's LAD Position: Q1 2016 in Review

Sheaff Brock Investment Advisors sold out of Lithia Motors (LAD) in Q1 2016, closing a stake of 16,818 shares — an estimated $1.79M sold.

Sheaff Brock Investment Advisors first reported a position in LAD in Q4 2015 and held it in 1 quarter. The position peaked at $1.79M in Q4 2015. 247 funds tracked by Wall St. Rank hold LAD as of Q1 2016.

  • Sheaff Brock Investment Advisors reported no remaining Lithia Motors position as of Q1 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 16,818 Lithia Motors shares in Q1 2016, an estimated $1.79M.
  • Sheaff Brock Investment Advisors first reported a position in Lithia Motors in Q4 2015 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Lithia Motors position peaked at $1.79M in Q4 2015.
  • 247 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.