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Leonard Capital Management’s Ford F Stock Holding History

Leonard Capital Management’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
Q3 		– Sell
-190,588
Closed -$3.29M – 140
2014
Q2 		$3.29M Hold
190,588
– – 1.11% 26
2014
Q1 		$2.97M Hold
190,588
– – 1.07% 27
2013
Q4 		$2.94M Buy
190,588
+50,000
+36% +$838K 1.15% 22
2013
Q3 		$2.37M Sell
140,588
-25,000
-15% -$422K 0.94% 39
2013
Q2 		$2.56M Buy
+165,588
New +$2.37M 0.98% 29

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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

Leonard Capital Management's F Position: Q3 2014 in Review

Leonard Capital Management sold out of Ford (F) in Q3 2014, closing a stake of 190,588 shares — an estimated $3.29M sold.

Leonard Capital Management first reported a position in F in Q2 2013 and held it in 5 quarters. The position peaked at $3.29M in Q2 2014. 991 funds tracked by Wall St. Rank hold F as of Q3 2014.

  • Leonard Capital Management reported no remaining Ford position as of Q3 2014 after selling out during the quarter.
  • Leonard Capital Management sold 190,588 Ford shares in Q3 2014, an estimated $3.29M.
  • Leonard Capital Management first reported a position in Ford in Q2 2013 and held it in 5 quarters.
  • Leonard Capital Management's Ford position peaked at $3.29M in Q2 2014.
  • 991 funds tracked by Wall St. Rank held Ford as of Q3 2014.

Based on Leonard Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.