KIG
F icon

Kovitz Investment Group’s Ford F Stock Holding History

Kovitz Investment Group’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
Q3 		– Sell
-12,819
Closed -$192K – 103
2015
Q2 		$192K Hold
12,819
– – 0.01% 109
2015
Q1 		$207K Buy
12,819
+1,593
+14% +$25.1K 0.01% 110
2014
Q4 		$174K Sell
11,226
-1,078
-9% -$15.9K 0.01% 112
2014
Q3 		$182K Sell
12,304
-1,125
-8% -$19.2K 0.01% 103
2014
Q2 		$232K Buy
+13,429
New +$218K 0.01% 102

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
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Kovitz Investment Group's F Position: Q3 2015 in Review

Kovitz Investment Group sold out of Ford (F) in Q3 2015, closing a stake of 12,819 shares — an estimated $192K sold.

Kovitz Investment Group first reported a position in F in Q2 2014 and held it in 5 quarters. The position peaked at $232K in Q2 2014. 1,055 funds tracked by Wall St. Rank hold F as of Q3 2015.

  • Kovitz Investment Group reported no remaining Ford position as of Q3 2015 after selling out during the quarter.
  • Kovitz Investment Group sold 12,819 Ford shares in Q3 2015, an estimated $192K.
  • Kovitz Investment Group first reported a position in Ford in Q2 2014 and held it in 5 quarters.
  • Kovitz Investment Group's Ford position peaked at $232K in Q2 2014.
  • 1,055 funds tracked by Wall St. Rank held Ford as of Q3 2015.

Based on Kovitz Investment Group's 13F filing for Q3 2015, filed 7 Dec 2015.