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Independence Trust’s Ford F Stock Holding History

Independence Trust’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
2016
Q1 		– Sell
-28,252
Closed -$398K – 55
2015
Q4 		$398K Buy
28,252
+4,359
+18% +$63.1K 0.52% 39
2015
Q3 		$324K Buy
23,893
+1,378
+6% +$19.7K 0.33% 61
2015
Q2 		$338K Buy
22,515
+515
+2% +$7.98K 0.23% 80
2015
Q1 		$355K Buy
22,000
+701
+3% +$11.1K 0.22% 78
2014
Q4 		$330K Buy
+21,299
New +$314K 0.2% 85

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independence Trust's F Position: Q1 2016 in Review

Independence Trust sold out of Ford (F) in Q1 2016, closing a stake of 28,252 shares — an estimated $398K sold.

Independence Trust first reported a position in F in Q4 2014 and held it in 5 quarters. The position peaked at $398K in Q4 2015. 1,093 funds tracked by Wall St. Rank hold F as of Q1 2016.

  • Independence Trust reported no remaining Ford position as of Q1 2016 after selling out during the quarter.
  • Independence Trust sold 28,252 Ford shares in Q1 2016, an estimated $398K.
  • Independence Trust first reported a position in Ford in Q4 2014 and held it in 5 quarters.
  • Independence Trust's Ford position peaked at $398K in Q4 2015.
  • 1,093 funds tracked by Wall St. Rank held Ford as of Q1 2016.

Based on Independence Trust's 13F filing for Q1 2016, filed 19 Apr 2016.