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Mountain Capital Investment Advisors’s Ford F Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-1,393
Closed -$17K – 154
2017
Q3 		$17K Sell
1,393
-1,593
-53% -$18K 0.02% 205
2017
Q2 		$33K Buy
+2,986
New +$33.3K 0.03% 162

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Mountain Capital Investment Advisors's F Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Ford (F) in Q4 2017, closing a stake of 1,393 shares — an estimated $17K sold.

Mountain Capital Investment Advisors first reported a position in F in Q2 2017 and held it in 2 quarters. The position peaked at $33K in Q2 2017. 1,179 funds tracked by Wall St. Rank hold F as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Ford position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,393 Ford shares in Q4 2017, an estimated $17K.
  • Mountain Capital Investment Advisors first reported a position in Ford in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Ford position peaked at $33K in Q2 2017.
  • 1,179 funds tracked by Wall St. Rank held Ford as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.