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Advocacy Wealth Management Services’s Ford F Stock Holding History

Advocacy Wealth Management Services’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
2017
Q3 		– Sell
-190
Closed -$2K – 271
2017
Q2 		$2K Sell
190
-1,097
-85% -$12.2K ﹤0.01% 263
2017
Q1 		$15K Hold
1,287
– – 0.01% 172
2016
Q4 		$16K Sell
1,287
-98
-7% -$1.19K ﹤0.01% 161
2016
Q3 		$17K Buy
1,385
+220
+19% +$2.78K 0.01% 226
2016
Q2 		$15K Sell
1,165
-850
-42% -$11.2K 0.01% 266
2016
Q1 		$27K Sell
2,015
-2,500
-55% -$31.5K 0.02% 251
2015
Q4 		$64K Buy
+4,515
New +$65.4K 0.07% 149

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advocacy Wealth Management Services's F Position: Q3 2017 in Review

Advocacy Wealth Management Services sold out of Ford (F) in Q3 2017, closing a stake of 190 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in F in Q4 2015 and held it in 7 quarters. The position peaked at $64K in Q4 2015. 1,065 funds tracked by Wall St. Rank hold F as of Q3 2017.

  • Advocacy Wealth Management Services reported no remaining Ford position as of Q3 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 190 Ford shares in Q3 2017, an estimated $2K.
  • Advocacy Wealth Management Services first reported a position in Ford in Q4 2015 and held it in 7 quarters.
  • Advocacy Wealth Management Services's Ford position peaked at $64K in Q4 2015.
  • 1,065 funds tracked by Wall St. Rank held Ford as of Q3 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2017, filed 13 Oct 2017.