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Washington Trust Bank’s Lithia Motors LAD Stock Holding History

Washington Trust Bank’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
2018
Q2 		– Sell
-75
Closed -$8K – 696
2018
Q1 		$8K Buy
+75
New +$8.48K ﹤0.01% 618

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Washington Trust Bank's LAD Position: Q2 2018 in Review

Washington Trust Bank sold out of Lithia Motors (LAD) in Q2 2018, closing a stake of 75 shares — an estimated $8K sold.

Washington Trust Bank first reported a position in LAD in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 251 funds tracked by Wall St. Rank hold LAD as of Q2 2018.

  • Washington Trust Bank reported no remaining Lithia Motors position as of Q2 2018 after selling out during the quarter.
  • Washington Trust Bank sold 75 Lithia Motors shares in Q2 2018, an estimated $8K.
  • Washington Trust Bank first reported a position in Lithia Motors in Q1 2018 and held it in 1 quarter.
  • Washington Trust Bank's Lithia Motors position peaked at $8K in Q1 2018.
  • 251 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2018.

Based on Washington Trust Bank's 13F filing for Q2 2018, filed 3 Jul 2018.