Guardian Investor Services’s Ford F Stock Holding History

Guardian Investor Services’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 Q1	$441K	Buy	27,319 +690	+3%	+$10.9K	0.35%	68
2014 Q4	$413K	Sell	26,629 -883	-3%	-$13K	0.33%	78
2014 Q3	$407K	Sell	27,512 -1,823	-6%	-$31.2K	0.33%	74
2014 Q2	$506K	Sell	29,335 -1,081	-4%	-$17.6K	0.39%	59
2014 Q1	$474K	Sell	30,416 -1,156	-4%	-$17.9K	0.37%	61
2013 Q4	$487K	Buy	31,572 +77	+0.2%	+$1.29K	0.37%	61
2013 Q3	$531K	Sell	31,495 -366	-1%	-$6.18K	0.44%	53
2013 Q2	$493K	Buy	+31,861	New	+$457K	0.42%	54

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Guardian Investor Services's F Position: Q1 2015 in Review

Guardian Investor Services increased its Ford (F) stake by 2.6% in Q1 2015, buying an estimated $10.9K and bringing the position to 27,319 shares worth $441K. The position accounts for 0.35% of the portfolio, ranked #68.

Guardian Investor Services first reported a position in F in Q2 2013 and has held it in 8 quarters since. The position peaked at $531K in Q3 2013. 1,051 funds tracked by Wall St. Rank hold F as of Q1 2015.

Guardian Investor Services held 27,319 shares of Ford worth $441K as of Q1 2015.
Guardian Investor Services bought 690 Ford shares in Q1 2015, an estimated $10.9K.
Ford made up 0.35% of Guardian Investor Services's portfolio in Q1 2015, its #68 holding.
Guardian Investor Services first reported a position in Ford in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Ford position peaked at $531K in Q3 2013.
1,051 funds tracked by Wall St. Rank held Ford as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.