WFG Advisors’s Lithia Motors LAD Stock Holding History

WFG 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
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	1485
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	1411
2016 Q4	$1K	Hold	10	–	–	﹤0.01%	1485
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	1477
2016 Q2	$1K	Hold	10	–	–	﹤0.01%	1465
2016 Q1	$1K	Hold	10	–	–	﹤0.01%	1427
2015 Q4	$1K	Sell	10 -55	-85%	-$6.32K	﹤0.01%	1469
2015 Q3	$7K	Hold	65	–	–	﹤0.01%	1182
2015 Q2	$7K	Hold	65	–	–	﹤0.01%	1273
2015 Q1	$6K	Hold	65	–	–	﹤0.01%	1318
2014 Q4	$6K	Hold	65	–	–	﹤0.01%	1601
2014 Q3	$5K	Buy	65 +55	+550%	+$4.87K	﹤0.01%	1663
2014 Q2	$1K	Hold	10	–	–	﹤0.01%	1910
2014 Q1	$1K	Hold	10	–	–	﹤0.01%	1900
2013 Q4	$1K	Buy	+10	New	+$671	﹤0.01%	2096

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's LAD Position: Q2 2017 in Review

WFG Advisors held its Lithia Motors (LAD) position steady in Q2 2017 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

WFG Advisors first reported a position in LAD in Q4 2013 and has held it in 15 quarters since. The position peaked at $7K in Q3 2015. 213 funds tracked by Wall St. Rank hold LAD as of Q2 2017.

WFG Advisors held 10 shares of Lithia Motors worth $1K as of Q2 2017.
WFG Advisors left its Lithia Motors share count unchanged in Q2 2017.
Lithia Motors made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1485 holding.
WFG Advisors first reported a position in Lithia Motors in Q4 2013 and has held it in 15 quarters since.
WFG Advisors's Lithia Motors position peaked at $7K in Q3 2015.
213 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.