BSWMG
F icon

Barrington Strategic Wealth Management Group’s Ford F Stock Holding History

Barrington Strategic Wealth Management Group’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 		$686K Sell
57,289
-1,610
-3% -$18.2K 0.35% 75
2017
Q2 		$659K Sell
58,899
-1,938
-3% -$21.6K 0.33% 77
2017
Q1 		$708K Sell
60,837
-1,450
-2% -$18K 0.37% 73
2016
Q4 		$756K Sell
62,287
-2,400
-4% -$29.1K 0.41% 68
2016
Q3 		$781K Buy
64,687
+11,040
+21% +$139K 0.44% 63
2016
Q2 		$674K Sell
53,647
-675
-1% -$8.9K 0.39% 66
2016
Q1 		$733K Sell
54,322
-1,970
-3% -$24.8K 0.42% 60
2015
Q4 		$793K Buy
56,292
+125
+0.2% +$1.81K 0.46% 60
2015
Q3 		$762K Sell
56,167
-575
-1% -$8.22K 0.49% 64
2015
Q2 		$852K Buy
56,742
+825
+1% +$12.8K 0.51% 64
2015
Q1 		$903K Buy
55,917
+625
+1% +$9.86K 0.55% 60
2014
Q4 		$857K Buy
55,292
+1,250
+2% +$18.4K 0.55% 60
2014
Q3 		$799K Sell
54,042
-2,035
-4% -$34.8K 0.52% 63
2014
Q2 		$967K Buy
56,077
+37
+0.1% +$602 0.62% 54
2014
Q1 		$874K Buy
56,040
+570
+1% +$8.82K 0.57% 58
2013
Q4 		$856K Buy
55,470
+2,035
+4% +$34.1K 0.57% 55
2013
Q3 		$901K Buy
+53,435
New +$903K 0.8% 43

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

Barrington Strategic Wealth Management Group's F Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its Ford (F) stake by 2.7% in Q3 2017, selling an estimated $18.2K and leaving 57,289 shares worth $686K. The position accounts for 0.35% of the portfolio, ranked #75.

Barrington Strategic Wealth Management Group first reported a position in F in Q3 2013 and has held it in 17 quarters since. The position peaked at $967K in Q2 2014. 1,065 funds tracked by Wall St. Rank hold F as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 57,289 shares of Ford worth $686K as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 1,610 Ford shares in Q3 2017, an estimated $18.2K.
  • Ford made up 0.35% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #75 holding.
  • Barrington Strategic Wealth Management Group first reported a position in Ford in Q3 2013 and has held it in 17 quarters since.
  • Barrington Strategic Wealth Management Group's Ford position peaked at $967K in Q2 2014.
  • 1,065 funds tracked by Wall St. Rank held Ford as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.