Nelson Capital Management’s Ford F Stock Holding History

Nelson 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
2019 Q4	–	Sell	-5,750	Closed	-$53K	–	164
2019 Q3	$53K	Buy	5,750 +400	+7%	+$3.8K	0.01%	145
2019 Q2	$55K	Hold	5,350	–	–	0.01%	139
2019 Q1	$47K	Hold	5,350	–	–	0.01%	137
2018 Q4	$41K	Buy	+5,350	New	+$47.7K	0.01%	144
2017 Q1	–	Sell	-588	Closed	-$7K	–	253
2016 Q4	$7K	Buy	+588	New	+$7.13K	﹤0.01%	219
2015 Q1	–	Sell	-1,000	Closed	-$16K	–	283
2014 Q4	$16K	Sell	1,000 -8,330	-89%	-$123K	0.01%	202
2014 Q3	$138K	Buy	9,330 +8,330	+833%	+$142K	0.05%	83
2014 Q2	$17K	Hold	1,000	–	–	0.01%	206
2014 Q1	$16K	Hold	1,000	–	–	0.01%	173
2013 Q4	$15K	Hold	1,000	–	–	0.01%	162
2013 Q3	$17K	Hold	1,000	–	–	0.01%	150
2013 Q2	$15K	Buy	+1,000	New	+$14.3K	0.01%	157

Other funds holding F

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Nelson Capital Management's F Position: Q4 2019 in Review

Nelson Capital Management sold out of Ford (F) in Q4 2019, closing a stake of 5,750 shares — an estimated $53K sold.

Nelson Capital Management first reported a position in F in Q2 2013 and held it in 12 quarters. The position peaked at $138K in Q3 2014. 1,172 funds tracked by Wall St. Rank hold F as of Q4 2019.

Nelson Capital Management reported no remaining Ford position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 5,750 Ford shares in Q4 2019, an estimated $53K.
Nelson Capital Management first reported a position in Ford in Q2 2013 and held it in 12 quarters.
Nelson Capital Management's Ford position peaked at $138K in Q3 2014.
1,172 funds tracked by Wall St. Rank held Ford as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.