Boston Family Office’s Ford F Stock Holding History

Boston Family Office’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 Q2	–	Sell	-34,550	Closed	-$539K	–	266
2014 Q1	$539K	Sell	34,550 -10,000	-22%	-$155K	0.07%	191
2013 Q4	$687K	Buy	44,550 +250	+0.6%	+$4.19K	0.09%	174
2013 Q3	$747K	Sell	44,300 -900	-2%	-$15.2K	0.11%	164
2013 Q2	$699K	Buy	+45,200	New	+$648K	0.11%	165

Other funds holding F

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Family Office's F Position: Q2 2014 in Review

Boston Family Office sold out of Ford (F) in Q2 2014, closing a stake of 34,550 shares — an estimated $539K sold.

Boston Family Office first reported a position in F in Q2 2013 and held it in 4 quarters. The position peaked at $747K in Q3 2013. 991 funds tracked by Wall St. Rank hold F as of Q2 2014.

Boston Family Office reported no remaining Ford position as of Q2 2014 after selling out during the quarter.
Boston Family Office sold 34,550 Ford shares in Q2 2014, an estimated $539K.
Boston Family Office first reported a position in Ford in Q2 2013 and held it in 4 quarters.
Boston Family Office's Ford position peaked at $747K in Q3 2013.
991 funds tracked by Wall St. Rank held Ford as of Q2 2014.

Based on Boston Family Office's 13F filing for Q2 2014, filed 1 Aug 2014.