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NWQ Investment Management Company’s Ford F Stock Holding History

NWQ Investment Management Company’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
2016
Q2 		– Sell
-477,200
Closed -$6.44M – 155
2016
Q1 		$6.44M Hold
477,200
– – 0.1% 120
2015
Q4 		$6.72M Buy
477,200
+10,600
+2% +$153K 0.1% 117
2015
Q3 		$6.33M Buy
+466,600
New +$6.67M 0.1% 122
2015
Q2 		– Sell
-355,600
Closed -$5.74M – 151
2015
Q1 		$5.74M Buy
+355,600
New +$5.61M 0.07% 116

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

NWQ Investment Management Company's F Position: Q3 2016 in Review

NWQ Investment Management Company sold out of Ford (F) in Q3 2016, closing a stake of 2,448,436 shares — an estimated $30.8M sold.

NWQ Investment Management Company first reported a position in F in Q4 2013 and held it in 11 quarters. The position peaked at $148M in Q1 2014. 1,070 funds tracked by Wall St. Rank hold F as of Q3 2016.

  • NWQ Investment Management Company reported no remaining Ford position as of Q3 2016 after selling out during the quarter.
  • NWQ Investment Management Company sold 2,448,436 Ford shares in Q3 2016, an estimated $30.8M.
  • NWQ Investment Management Company first reported a position in Ford in Q4 2013 and held it in 11 quarters.
  • NWQ Investment Management Company's Ford position peaked at $148M in Q1 2014.
  • 1,070 funds tracked by Wall St. Rank held Ford as of Q3 2016.

Based on NWQ Investment Management Company's 13F filing for Q3 2016, filed 14 Nov 2016.