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Mosaic Family Wealth’s Ford F Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-1,478
Closed -$13K – 315
2019
Q1 		$13K Buy
1,478
+1
+0.1% +$9 0.01% 471
2018
Q4 		$11K Buy
1,477
+2
+0.1% +$18 ﹤0.01% 475
2018
Q3 		$14K Buy
1,475
+2
+0.1% +$20 0.01% 470
2018
Q2 		$16K Buy
1,473
+1
+0.1% +$11 0.01% 482
2018
Q1 		$16K Buy
1,472
+2
+0.1% +$23 0.01% 458
2017
Q4 		$18K Buy
1,470
+2
+0.1% +$25 0.01% 461
2017
Q3 		$18K Buy
1,468
+1
+0.1% +$11 0.01% 487
2017
Q2 		$16K Sell
1,467
-999
-41% -$11.2K 0.01% 459
2017
Q1 		$29K Buy
2,466
+1,002
+68% +$12.4K 0.01% 393
2016
Q4 		$18K Sell
1,464
-592
-29% -$7.18K 0.01% 442
2016
Q3 		$25K Sell
2,056
-1,651
-45% -$20.8K 0.01% 414
2016
Q2 		$47K Buy
3,707
+2
+0.1% +$26 0.02% 333
2016
Q1 		$50K Buy
3,705
+172
+5% +$2.16K 0.02% 327
2015
Q4 		$49K Buy
+3,533
New +$51.2K 0.02% 329

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

Mosaic Family Wealth's F Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Ford (F) in Q2 2019, closing a stake of 1,478 shares — an estimated $13K sold.

Mosaic Family Wealth first reported a position in F in Q4 2015 and held it in 14 quarters. The position peaked at $50K in Q1 2016. 1,153 funds tracked by Wall St. Rank hold F as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Ford position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,478 Ford shares in Q2 2019, an estimated $13K.
  • Mosaic Family Wealth first reported a position in Ford in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Ford position peaked at $50K in Q1 2016.
  • 1,153 funds tracked by Wall St. Rank held Ford as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.