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Elite Wealth Management’s Ford F Stock Holding History

Elite Wealth Management’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
-905
Closed -$9K – 180
2014
Q3 		$9K Buy
905
+321
+55% +$5.49K 0.01% 287
2014
Q2 		$4K Buy
+584
New +$9.5K ﹤0.01% 324
2014
Q1 		– Sell
-2,094
Closed -$16K – 442
2013
Q4 		$16K Buy
+2,094
New +$35.1K 0.01% 305

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elite Wealth Management's F Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Ford (F) in Q3 2016: 528 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #137 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in F as recently as Q2 2015.

Elite Wealth Management first reported a position in F in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.63M in Q4 2013. 1,069 funds tracked by Wall St. Rank hold F as of Q3 2016.

  • Elite Wealth Management held 528 shares of Ford worth $6K as of Q3 2016.
  • Ford was a new Elite Wealth Management position in Q3 2016.
  • Ford made up 0.01% of Elite Wealth Management's portfolio in Q3 2016, its #137 holding.
  • Elite Wealth Management first reported a position in Ford in Q2 2013 and has held it in 7 quarters since.
  • Elite Wealth Management's Ford position peaked at $4.63M in Q4 2013.
  • 1,069 funds tracked by Wall St. Rank held Ford as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.