Investors Trust’s Ford F Stock Holding History

Investors 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
2014 Q4	–	Sell	-13,067	Closed	-$193K	–	50
2014 Q3	$193K	Sell	13,067 -11,406	-47%	-$195K	0.36%	60
2014 Q2	$422K	Sell	24,473 -5,244	-18%	-$85.3K	0.33%	64
2014 Q1	$464K	Hold	29,717	–	–	0.39%	54
2013 Q4	$445K	Sell	29,717 -65,496	-69%	-$1.1M	0.35%	64
2013 Q3	$1.61M	Hold	95,213	–	–	0.28%	69
2013 Q2	$1.47M	Buy	+95,213	New	+$1.37M	0.25%	70

Other funds holding F

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Investors Trust's F Position: Q4 2014 in Review

Investors Trust sold out of Ford (F) in Q4 2014, closing a stake of 13,067 shares — an estimated $193K sold.

Investors Trust first reported a position in F in Q2 2013 and held it in 6 quarters. The position peaked at $1.61M in Q3 2013. 1,041 funds tracked by Wall St. Rank hold F as of Q4 2014.

Investors Trust reported no remaining Ford position as of Q4 2014 after selling out during the quarter.
Investors Trust sold 13,067 Ford shares in Q4 2014, an estimated $193K.
Investors Trust first reported a position in Ford in Q2 2013 and held it in 6 quarters.
Investors Trust's Ford position peaked at $1.61M in Q3 2013.
1,041 funds tracked by Wall St. Rank held Ford as of Q4 2014.

Based on Investors Trust's 13F filing for Q4 2014, filed 17 Feb 2015.