BP
F icon

Banyan Partners’s Ford F Stock Holding History

Banyan Partners’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 		$1.6M Sell
108,273
-118,015
-52% -$2.02M 0.14% 175
2014
Q2 		$3.9M Sell
226,288
-37,700
-14% -$613K 0.33% 83
2014
Q1 		$4.12M Sell
263,988
-124,703
-32% -$1.93M 0.36% 72
2013
Q4 		$6M Buy
388,691
+95,688
+33% +$1.6M 0.42% 56
2013
Q3 		$4.94M Buy
293,003
+22,528
+8% +$381K 0.44% 56
2013
Q2 		$4.18M Buy
+270,475
New +$3.88M 0.82% 47

Other funds holding F

ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

Banyan Partners's F Position: Q3 2014 in Review

Banyan Partners reduced its Ford (F) stake by 52% in Q3 2014, selling an estimated $2.02M and leaving 108,273 shares worth $1.6M. The position accounts for 0.14% of the portfolio, ranked #175.

Banyan Partners first reported a position in F in Q2 2013 and has held it in 6 quarters since. The position peaked at $6M in Q4 2013. 991 funds tracked by Wall St. Rank hold F as of Q3 2014.

  • Banyan Partners held 108,273 shares of Ford worth $1.6M as of Q3 2014.
  • Banyan Partners sold 118,015 Ford shares in Q3 2014, an estimated $2.02M.
  • Ford made up 0.14% of Banyan Partners's portfolio in Q3 2014, its #175 holding.
  • Banyan Partners first reported a position in Ford in Q2 2013 and has held it in 6 quarters since.
  • Banyan Partners's Ford position peaked at $6M in Q4 2013.
  • 991 funds tracked by Wall St. Rank held Ford as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.