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McKinley Carter Wealth Services’s Ford F Stock Holding History

McKinley Carter Wealth Services’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
2019
Q1 		– Sell
-102,457
Closed -$784K – 151
2018
Q4 		$784K Sell
102,457
-682
-0.7% -$6.08K 0.26% 77
2018
Q3 		$954K Hold
103,139
– – 0.28% 71
2018
Q2 		$1.14M Buy
103,139
+1
+0% +$11 0.37% 62
2018
Q1 		$1.14M Sell
103,138
-601
-0.6% -$6.78K 0.37% 60
2017
Q4 		$1.3M Buy
+103,739
New +$1.28M 0.45% 57
2014
Q1 		– Sell
-11,139
Closed -$172K – 110
2013
Q4 		$172K Sell
11,139
-1,748
-14% -$29.3K 0.17% 115
2013
Q3 		$217K Buy
+12,887
New +$218K 0.26% 79

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McKinley Carter Wealth Services's F Position: Q1 2019 in Review

McKinley Carter Wealth Services sold out of Ford (F) in Q1 2019, closing a stake of 102,457 shares — an estimated $784K sold.

McKinley Carter Wealth Services first reported a position in F in Q3 2013 and held it in 7 quarters. The position peaked at $1.3M in Q4 2017. 1,138 funds tracked by Wall St. Rank hold F as of Q1 2019.

  • McKinley Carter Wealth Services reported no remaining Ford position as of Q1 2019 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 102,457 Ford shares in Q1 2019, an estimated $784K.
  • McKinley Carter Wealth Services first reported a position in Ford in Q3 2013 and held it in 7 quarters.
  • McKinley Carter Wealth Services's Ford position peaked at $1.3M in Q4 2017.
  • 1,138 funds tracked by Wall St. Rank held Ford as of Q1 2019.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2019, filed 8 May 2019.