AWM
F icon

Affinity Wealth Management’s Ford F Stock Holding History

Affinity Wealth Management’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 		$129K Sell
10,757
-96,818
-90% -$1.09M 0.08% 70
2017
Q2 		$120K Buy
107,575
+96,735
+892% +$1.08M 0.08% 71
2017
Q1 		$126K Buy
+10,840
New +$135K 0.07% 71

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Affinity Wealth Management's F Position: Q3 2017 in Review

Affinity Wealth Management reduced its Ford (F) stake by 90% in Q3 2017, selling an estimated $1.09M and leaving 10,757 shares worth $129K. The position accounts for 0.08% of the portfolio, ranked #70.

Affinity Wealth Management first reported a position in F in Q1 2017 and has held it in 3 quarters since. 1,066 funds tracked by Wall St. Rank hold F as of Q3 2017.

  • Affinity Wealth Management held 10,757 shares of Ford worth $129K as of Q3 2017.
  • Affinity Wealth Management sold 96,818 Ford shares in Q3 2017, an estimated $1.09M.
  • Ford made up 0.08% of Affinity Wealth Management's portfolio in Q3 2017, its #70 holding.
  • Affinity Wealth Management first reported a position in Ford in Q1 2017 and has held it in 3 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Ford as of Q3 2017.

Based on Affinity Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.