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Robert N. Shapiro’s Ford F Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$151K Sell
9,800
-8,595
-47% -$127K 0.03% 291
2014
Q3 		$271K Sell
18,395
-2,055
-10% -$35.1K 0.05% 247
2014
Q2 		$352K Hold
20,450
– – 0.07% 217
2014
Q1 		$319K Buy
20,450
+975
+5% +$15.1K 0.06% 217
2013
Q4 		$301K Sell
19,475
-430
-2% -$7.21K 0.05% 224
2013
Q3 		$336K Sell
19,905
-1,890
-9% -$31.9K 0.06% 207
2013
Q2 		$337K Buy
+21,795
New +$312K 0.07% 201

Other funds holding F

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Robert N. Shapiro's F Position: Q4 2014 in Review

Robert N. Shapiro reduced its Ford (F) stake by 47% in Q4 2014, selling an estimated $127K and leaving 9,800 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #291.

Robert N. Shapiro first reported a position in F in Q2 2013 and has held it in 7 quarters since. The position peaked at $352K in Q2 2014. 1,041 funds tracked by Wall St. Rank hold F as of Q4 2014.

  • Robert N. Shapiro held 9,800 shares of Ford worth $151K as of Q4 2014.
  • Robert N. Shapiro sold 8,595 Ford shares in Q4 2014, an estimated $127K.
  • Ford made up 0.03% of Robert N. Shapiro's portfolio in Q4 2014, its #291 holding.
  • Robert N. Shapiro first reported a position in Ford in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Ford position peaked at $352K in Q2 2014.
  • 1,041 funds tracked by Wall St. Rank held Ford as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.