Advisory Research’s Ford F Stock Holding History

Advisory Research’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-4,093	Closed	-$71K	–	328
2014 Q2	$71K	Sell	4,093 -396	-9%	-$6.44K	﹤0.01%	314
2014 Q1	$70K	Buy	+4,489	New	+$69.5K	﹤0.01%	505

Other funds holding F

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Research's F Position: Q3 2014 in Review

Advisory Research sold out of Ford (F) in Q3 2014, closing a stake of 4,093 shares — an estimated $71K sold.

Advisory Research first reported a position in F in Q1 2014 and held it in 2 quarters. The position peaked at $71K in Q2 2014. 991 funds tracked by Wall St. Rank hold F as of Q3 2014.

Advisory Research reported no remaining Ford position as of Q3 2014 after selling out during the quarter.
Advisory Research sold 4,093 Ford shares in Q3 2014, an estimated $71K.
Advisory Research first reported a position in Ford in Q1 2014 and held it in 2 quarters.
Advisory Research's Ford position peaked at $71K in Q2 2014.
991 funds tracked by Wall St. Rank held Ford as of Q3 2014.

Based on Advisory Research's 13F filing for Q3 2014, filed 6 Nov 2014.