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Compass Efficient Model Portfolios’s Ford F Stock Holding History

Compass Efficient Model Portfolios’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
2013
Q4 		$56K Buy
3,645
+3,021
+484% +$50.7K 2.11% 12
2013
Q3 		$11K Buy
624
+4
+0.6% +$68 0.08% 47
2013
Q2 		$10K Buy
+620
New +$8.89K 0.01% 45

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Compass Efficient Model Portfolios's F Position: Q4 2013 in Review

Compass Efficient Model Portfolios increased its Ford (F) stake by 484% in Q4 2013, buying an estimated $50.7K and bringing the position to 3,645 shares worth $56K. The position accounts for 2.11% of the portfolio, ranked #12.

Compass Efficient Model Portfolios first reported a position in F in Q2 2013 and has held it in 3 quarters since. 1,019 funds tracked by Wall St. Rank hold F as of Q4 2013.

  • Compass Efficient Model Portfolios held 3,645 shares of Ford worth $56K as of Q4 2013.
  • Compass Efficient Model Portfolios bought 3,021 Ford shares in Q4 2013, an estimated $50.7K.
  • Ford made up 2.11% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #12 holding.
  • Compass Efficient Model Portfolios first reported a position in Ford in Q2 2013 and has held it in 3 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Ford as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.