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Oak Point Wealth Management’s Ford F Stock Holding History

Oak Point Wealth 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
2018
Q1 		$607K Buy
56,112
+36,483
+186% +$412K 0.62% 50
2017
Q4 		$244K Buy
+19,629
New +$242K 0.24% 91

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oak Point Wealth Management's F Position: Q1 2018 in Review

Oak Point Wealth Management increased its Ford (F) stake by 186% in Q1 2018, buying an estimated $412K and bringing the position to 56,112 shares worth $607K. The position accounts for 0.62% of the portfolio, ranked #50.

Oak Point Wealth Management first reported a position in F in Q4 2017 and has held it in 2 quarters since. 1,180 funds tracked by Wall St. Rank hold F as of Q1 2018.

  • Oak Point Wealth Management held 56,112 shares of Ford worth $607K as of Q1 2018.
  • Oak Point Wealth Management bought 36,483 Ford shares in Q1 2018, an estimated $412K.
  • Ford made up 0.62% of Oak Point Wealth Management's portfolio in Q1 2018, its #50 holding.
  • Oak Point Wealth Management first reported a position in Ford in Q4 2017 and has held it in 2 quarters since.
  • 1,180 funds tracked by Wall St. Rank held Ford as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.