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Tradewinds Global Investors’s Lithia Motors LAD Stock Holding History

Tradewinds Global Investors’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
Q3 		– Sell
-4,078
Closed -$289K – 104
2016
Q2 		$289K Buy
+4,078
New +$327K 0.02% 121

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Tradewinds Global Investors's LAD Position: Q3 2016 in Review

Tradewinds Global Investors sold out of Lithia Motors (LAD) in Q3 2016, closing a stake of 4,078 shares — an estimated $289K sold.

Tradewinds Global Investors first reported a position in LAD in Q2 2016 and held it in 1 quarter. The position peaked at $289K in Q2 2016. 208 funds tracked by Wall St. Rank hold LAD as of Q3 2016.

  • Tradewinds Global Investors reported no remaining Lithia Motors position as of Q3 2016 after selling out during the quarter.
  • Tradewinds Global Investors sold 4,078 Lithia Motors shares in Q3 2016, an estimated $289K.
  • Tradewinds Global Investors first reported a position in Lithia Motors in Q2 2016 and held it in 1 quarter.
  • Tradewinds Global Investors's Lithia Motors position peaked at $289K in Q2 2016.
  • 208 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2016.

Based on Tradewinds Global Investors's 13F filing for Q3 2016, filed 14 Nov 2016.