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Benchmark Capital Advisors’s Ford F Stock Holding History

Benchmark Capital Advisors’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
Q4 		– Sell
-67,250
Closed -$995K – 124
2014
Q3 		$995K Sell
67,250
-8,400
-11% -$144K 0.69% 48
2014
Q2 		$1.3M Sell
75,650
-500
-0.7% -$8.13K 0.82% 46
2014
Q1 		$1.19M Buy
76,150
+28,600
+60% +$443K 0.83% 44
2013
Q4 		$734K Sell
47,550
-17,450
-27% -$293K 0.51% 61
2013
Q3 		$1.1M Buy
65,000
+1,700
+3% +$28.7K 0.79% 45
2013
Q2 		$979K Buy
+63,300
New +$908K 0.76% 44

Other funds holding F

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Benchmark Capital Advisors's F Position: Q4 2014 in Review

Benchmark Capital Advisors sold out of Ford (F) in Q4 2014, closing a stake of 67,250 shares — an estimated $995K sold.

Benchmark Capital Advisors first reported a position in F in Q2 2013 and held it in 6 quarters. The position peaked at $1.3M in Q2 2014. 1,041 funds tracked by Wall St. Rank hold F as of Q4 2014.

  • Benchmark Capital Advisors reported no remaining Ford position as of Q4 2014 after selling out during the quarter.
  • Benchmark Capital Advisors sold 67,250 Ford shares in Q4 2014, an estimated $995K.
  • Benchmark Capital Advisors first reported a position in Ford in Q2 2013 and held it in 6 quarters.
  • Benchmark Capital Advisors's Ford position peaked at $1.3M in Q2 2014.
  • 1,041 funds tracked by Wall St. Rank held Ford as of Q4 2014.

Based on Benchmark Capital Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.