FIG
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Fusion Investment Group’s Ford F Stock Holding History

Fusion Investment Group’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
2015
Q3 		– Sell
-1,000
Closed -$15K – 169
2015
Q2 		$15K Buy
+1,000
New +$15.5K 0.01% 148
2014
Q4 		– Sell
-17,474
Closed -$258K – 141
2014
Q3 		$258K Sell
17,474
-568
-3% -$9.71K 0.22% 68
2014
Q2 		$311K Buy
18,042
+1,578
+10% +$25.7K 0.27% 65
2014
Q1 		$261K Buy
16,464
+58
+0.4% +$898 0.27% 60
2013
Q4 		$253K Buy
+16,406
New +$275K 0.19% 107

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fusion Investment Group's F Position: Q3 2015 in Review

Fusion Investment Group sold out of Ford (F) in Q3 2015, closing a stake of 1,000 shares — an estimated $15K sold.

Fusion Investment Group first reported a position in F in Q4 2013 and held it in 5 quarters. The position peaked at $311K in Q2 2014. 1,056 funds tracked by Wall St. Rank hold F as of Q3 2015.

  • Fusion Investment Group reported no remaining Ford position as of Q3 2015 after selling out during the quarter.
  • Fusion Investment Group sold 1,000 Ford shares in Q3 2015, an estimated $15K.
  • Fusion Investment Group first reported a position in Ford in Q4 2013 and held it in 5 quarters.
  • Fusion Investment Group's Ford position peaked at $311K in Q2 2014.
  • 1,056 funds tracked by Wall St. Rank held Ford as of Q3 2015.

Based on Fusion Investment Group's 13F filing for Q3 2015, filed 16 Nov 2015.