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RGT Wealth Advisors’s Ford F Stock Holding History

RGT Wealth 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
2018
Q1 		– Sell
-11,122
Closed -$139K – 107
2017
Q4 		$139K Sell
11,122
-410
-4% -$5.05K 0.07% 96
2017
Q3 		$138K Hold
11,532
– – 0.09% 90
2017
Q2 		$129K Hold
11,532
– – 0.09% 87
2017
Q1 		$134K Sell
11,532
-9,878
-46% -$123K 0.09% 98
2016
Q4 		$260K Sell
21,410
-50
-0.2% -$606 0.15% 89
2016
Q3 		$259K Buy
+21,460
New +$271K 0.16% 85

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

RGT Wealth Advisors's F Position: Q1 2018 in Review

RGT Wealth Advisors sold out of Ford (F) in Q1 2018, closing a stake of 11,122 shares — an estimated $139K sold.

RGT Wealth Advisors first reported a position in F in Q3 2016 and held it in 6 quarters. The position peaked at $260K in Q4 2016. 1,179 funds tracked by Wall St. Rank hold F as of Q1 2018.

  • RGT Wealth Advisors reported no remaining Ford position as of Q1 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 11,122 Ford shares in Q1 2018, an estimated $139K.
  • RGT Wealth Advisors first reported a position in Ford in Q3 2016 and held it in 6 quarters.
  • RGT Wealth Advisors's Ford position peaked at $260K in Q4 2016.
  • 1,179 funds tracked by Wall St. Rank held Ford as of Q1 2018.

Based on RGT Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.