Winslow Evans & Crocker’s Lithia Motors LAD Stock Holding History

Winslow Evans & Crocker’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
2015 Q4	–	Sell	-3,150	Closed	-$341K	–	1382
2015 Q3	$341K	Hold	3,150	–	–	0.11%	195
2015 Q2	$356K	Buy	+3,150	New	+$335K	0.1%	209
2014 Q1	–	Sell	-260	Closed	-$18K	–	1346
2013 Q4	$18K	Buy	+260	New	+$17.5K	0.01%	730

Other funds holding LAD

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

RIM

RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

Winslow Evans & Crocker's LAD Position: Q4 2015 in Review

Winslow Evans & Crocker sold out of Lithia Motors (LAD) in Q4 2015, closing a stake of 3,150 shares — an estimated $341K sold.

Winslow Evans & Crocker first reported a position in LAD in Q4 2013 and held it in 3 quarters. The position peaked at $356K in Q2 2015. 261 funds tracked by Wall St. Rank hold LAD as of Q4 2015.

Winslow Evans & Crocker reported no remaining Lithia Motors position as of Q4 2015 after selling out during the quarter.
Winslow Evans & Crocker sold 3,150 Lithia Motors shares in Q4 2015, an estimated $341K.
Winslow Evans & Crocker first reported a position in Lithia Motors in Q4 2013 and held it in 3 quarters.
Winslow Evans & Crocker's Lithia Motors position peaked at $356K in Q2 2015.
261 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2015.

Based on Winslow Evans & Crocker's 13F filing for Q4 2015, filed 27 Jan 2016.