SNC
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Stifel Nicolaus & Co’s Lithia Motors LAD Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$590K Buy
8,088
+1,864
+30% +$122K 0.01% 843
2013
Q2 		$332K Buy
+6,224
New +$313K 0.01% 1035

Other funds holding LAD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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

Stifel Nicolaus & Co's LAD Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Lithia Motors (LAD) stake by 30% in Q3 2013, buying an estimated $122K and bringing the position to 8,088 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #843.

Stifel Nicolaus & Co first reported a position in LAD in Q2 2013 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold LAD as of Q3 2013.

  • Stifel Nicolaus & Co held 8,088 shares of Lithia Motors worth $590K as of Q3 2013.
  • Stifel Nicolaus & Co bought 1,864 Lithia Motors shares in Q3 2013, an estimated $122K.
  • Lithia Motors made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #843 holding.
  • Stifel Nicolaus & Co first reported a position in Lithia Motors in Q2 2013 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.