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Wealthcare Advisory Partners’s Lithia Motors LAD Stock Holding History

Wealthcare Advisory Partners’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
Q1 		– Sell
-5
Closed -$1K – 1176
2017
Q4 		$1K Buy
+5
New +$581 ﹤0.01% 1002

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Wealthcare Advisory Partners's LAD Position: Q1 2018 in Review

Wealthcare Advisory Partners sold out of Lithia Motors (LAD) in Q1 2018, closing a stake of 5 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in LAD in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 254 funds tracked by Wall St. Rank hold LAD as of Q1 2018.

  • Wealthcare Advisory Partners reported no remaining Lithia Motors position as of Q1 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 5 Lithia Motors shares in Q1 2018, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in Lithia Motors in Q4 2017 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Lithia Motors position peaked at $1K in Q4 2017.
  • 254 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2018, filed 15 May 2018.