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WFG Advisors’s Sonic Automotive SAH Stock Holding History

WFG Advisors’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-5
Closed – – 2031
2014
Q4 		$0 Buy
+5
New +$126 ﹤0.01% 2214
2014
Q1 		– Sell
-31
Closed -$1K – 2188
2013
Q4 		$1K Buy
31
+21
+210% +$489 ﹤0.01% 2116
2013
Q3 		$0 Buy
+10
New +$230 ﹤0.01% 2240

Other funds holding SAH

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WFG Advisors's SAH Position: Q1 2015 in Review

WFG Advisors sold out of Sonic Automotive (SAH) in Q1 2015, closing a stake of 5 shares.

WFG Advisors first reported a position in SAH in Q3 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 152 funds tracked by Wall St. Rank hold SAH as of Q1 2015.

  • WFG Advisors reported no remaining Sonic Automotive position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 5 Sonic Automotive shares in Q1 2015.
  • WFG Advisors first reported a position in Sonic Automotive in Q3 2013 and held it in 3 quarters.
  • WFG Advisors's Sonic Automotive position peaked at $1K in Q4 2013.
  • 152 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.