AIM
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Aspen Investment Management’s Ford F Stock Holding History

Aspen Investment 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
2018
Q4 		– Sell
-10,091
Closed -$93K – 134
2018
Q3 		$93K Sell
10,091
-377
-4% -$3.77K 0.06% 145
2018
Q2 		$116K Sell
10,468
-400
-4% -$4.58K 0.08% 146
2018
Q1 		$120K Sell
10,868
-1,900
-15% -$21.4K 0.09% 138
2017
Q4 		$159K Hold
12,768
– – 0.11% 138
2017
Q3 		$153K Sell
12,768
-500
-4% -$5.64K 0.11% 136
2017
Q2 		$148K Sell
13,268
-1,514
-10% -$16.9K 0.11% 129
2017
Q1 		$172K Buy
14,782
+400
+3% +$4.97K 0.13% 126
2016
Q4 		$174K Sell
14,382
-4,150
-22% -$50.3K 0.13% 127
2016
Q3 		$224K Buy
18,532
+500
+3% +$6.31K 0.18% 115
2016
Q2 		$227K Buy
18,032
+1,000
+6% +$13.2K 0.19% 115
2016
Q1 		$230K Sell
17,032
-1,500
-8% -$18.9K 0.21% 107
2015
Q4 		$261K Sell
18,532
-1,197
-6% -$17.3K 0.26% 100
2015
Q3 		$282K Buy
19,729
+1,479
+8% +$21.1K 0.28% 88
2015
Q2 		$274K Hold
18,250
– – 0.23% 100
2015
Q1 		$294K Hold
18,250
– – 0.24% 98
2014
Q4 		$283K Hold
18,250
– – 0.24% 95
2014
Q3 		$270K Sell
18,250
-6,060
-25% -$104K 0.23% 97
2014
Q2 		$419K Buy
+24,310
New +$395K 0.26% 92

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aspen Investment Management's F Position: Q4 2018 in Review

Aspen Investment Management sold out of Ford (F) in Q4 2018, closing a stake of 10,091 shares — an estimated $93K sold.

Aspen Investment Management first reported a position in F in Q2 2014 and held it in 18 quarters. The position peaked at $419K in Q2 2014. 1,160 funds tracked by Wall St. Rank hold F as of Q4 2018.

  • Aspen Investment Management reported no remaining Ford position as of Q4 2018 after selling out during the quarter.
  • Aspen Investment Management sold 10,091 Ford shares in Q4 2018, an estimated $93K.
  • Aspen Investment Management first reported a position in Ford in Q2 2014 and held it in 18 quarters.
  • Aspen Investment Management's Ford position peaked at $419K in Q2 2014.
  • 1,160 funds tracked by Wall St. Rank held Ford as of Q4 2018.

Based on Aspen Investment Management's 13F filing for Q4 2018, filed 15 Feb 2019.