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Longer Investments’s Ford F Stock Holding History

Longer Investments’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
Q1 		– Sell
-137,335
Closed -$1.67M – 36
2016
Q4 		$1.67M Buy
137,335
+35,490
+35% +$430K 1.52% 30
2016
Q3 		$1.23M Buy
+101,845
New +$1.29M 1.07% 34
2016
Q2 		– Sell
-125,360
Closed -$1.69M – 39
2016
Q1 		$1.69M Buy
125,360
+32,950
+36% +$415K 1.4% 28
2015
Q4 		$1.3M Buy
+92,410
New +$1.34M 1.15% 30
2015
Q3 		– Sell
-93,295
Closed -$1.4M – 33
2015
Q2 		$1.4M Buy
+93,295
New +$1.45M 1.23% 36
2014
Q2 		– Sell
-80,280
Closed -$1.25M – 45
2014
Q1 		$1.25M Buy
+80,280
New +$1.24M 0.99% 34

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Longer Investments's F Position: Q1 2017 in Review

Longer Investments sold out of Ford (F) in Q1 2017, closing a stake of 137,335 shares — an estimated $1.67M sold.

Longer Investments first reported a position in F in Q1 2014 and held it in 6 quarters. The position peaked at $1.69M in Q1 2016. 1,124 funds tracked by Wall St. Rank hold F as of Q1 2017.

  • Longer Investments reported no remaining Ford position as of Q1 2017 after selling out during the quarter.
  • Longer Investments sold 137,335 Ford shares in Q1 2017, an estimated $1.67M.
  • Longer Investments first reported a position in Ford in Q1 2014 and held it in 6 quarters.
  • Longer Investments's Ford position peaked at $1.69M in Q1 2016.
  • 1,124 funds tracked by Wall St. Rank held Ford as of Q1 2017.

Based on Longer Investments's 13F filing for Q1 2017, filed 11 Apr 2017.