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Independent Portfolio Consultants’s Ford F Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		– Sell
-86,326
Closed -$1M – 802
2017
Q1 		$1M Sell
86,326
-4,579
-5% -$56.9K 0.35% 81
2016
Q4 		$1.1M Buy
90,905
+2,209
+2% +$26.8K 0.36% 72
2016
Q3 		$1.07M Buy
88,696
+3,745
+4% +$47.3K 0.34% 85
2016
Q2 		$1.07M Buy
84,951
+2,403
+3% +$31.7K 0.34% 77
2016
Q1 		$1.11M Buy
82,548
+8,960
+12% +$113K 0.31% 97
2015
Q4 		$1.04M Sell
73,588
-2,710
-4% -$39.2K 0.31% 98
2015
Q3 		$1.03M Sell
76,298
-4,885
-6% -$69.8K 0.23% 127
2015
Q2 		$1.22M Sell
81,183
-41,514
-34% -$644K 0.24% 146
2015
Q1 		$1.98M Buy
122,697
+3,687
+3% +$58.2K 0.4% 78
2014
Q4 		$1.84M Buy
119,010
+69,695
+141% +$1.03M 0.37% 89
2014
Q3 		$729K Sell
49,315
-8,036
-14% -$137K 0.2% 143
2014
Q2 		$989K Buy
+57,351
New +$933K 0.28% 86

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Portfolio Consultants's F Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of Ford (F) in Q2 2017, closing a stake of 86,326 shares — an estimated $1M sold.

Independent Portfolio Consultants first reported a position in F in Q2 2014 and held it in 12 quarters. The position peaked at $1.98M in Q1 2015. 1,074 funds tracked by Wall St. Rank hold F as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining Ford position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 86,326 Ford shares in Q2 2017, an estimated $1M.
  • Independent Portfolio Consultants first reported a position in Ford in Q2 2014 and held it in 12 quarters.
  • Independent Portfolio Consultants's Ford position peaked at $1.98M in Q1 2015.
  • 1,074 funds tracked by Wall St. Rank held Ford as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.