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Keystone Financial Planning’s Ford F Stock Holding History

Keystone Financial Planning’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
Q1 		– Sell
-2,543
Closed -$39K – 65
2013
Q4 		$39K Buy
+2,543
New +$42.6K 0.03% 63

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Keystone Financial Planning's F Position: Q1 2014 in Review

Keystone Financial Planning sold out of Ford (F) in Q1 2014, closing a stake of 2,543 shares — an estimated $39K sold.

Keystone Financial Planning first reported a position in F in Q4 2013 and held it in 1 quarter. The position peaked at $39K in Q4 2013. 976 funds tracked by Wall St. Rank hold F as of Q1 2014.

  • Keystone Financial Planning reported no remaining Ford position as of Q1 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 2,543 Ford shares in Q1 2014, an estimated $39K.
  • Keystone Financial Planning first reported a position in Ford in Q4 2013 and held it in 1 quarter.
  • Keystone Financial Planning's Ford position peaked at $39K in Q4 2013.
  • 976 funds tracked by Wall St. Rank held Ford as of Q1 2014.

Based on Keystone Financial Planning's 13F filing for Q1 2014, filed 14 Apr 2014.