Capital Advantage’s Ford F Stock Holding History

Capital Advantage’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	–	Sell	-10,885	Closed	-$122K	–	82
2017 Q2	$122K	Buy	+10,885	New	+$122K	0.03%	74

Other funds holding F

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Advantage's F Position: Q3 2017 in Review

Capital Advantage sold out of Ford (F) in Q3 2017, closing a stake of 10,885 shares — an estimated $122K sold.

Capital Advantage first reported a position in F in Q2 2017 and held it in 1 quarter. The position peaked at $122K in Q2 2017. 1,065 funds tracked by Wall St. Rank hold F as of Q3 2017.

Capital Advantage reported no remaining Ford position as of Q3 2017 after selling out during the quarter.
Capital Advantage sold 10,885 Ford shares in Q3 2017, an estimated $122K.
Capital Advantage first reported a position in Ford in Q2 2017 and held it in 1 quarter.
Capital Advantage's Ford position peaked at $122K in Q2 2017.
1,065 funds tracked by Wall St. Rank held Ford as of Q3 2017.

Based on Capital Advantage's 13F filing for Q3 2017, filed 30 Oct 2017.