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Robertson Stephens Advisors’s Ford F Stock Holding History

Robertson Stephens 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
2017
Q3 		– Sell
-16,106
Closed -$180K – 67
2017
Q2 		$180K Buy
+16,106
New +$180K 0.16% 68
2017
Q1 		– Sell
-19,167
Closed -$232K – 106
2016
Q4 		$232K Buy
+19,167
New +$232K 0.13% 126

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
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robertson Stephens Advisors's F Position: Q3 2017 in Review

Robertson Stephens Advisors sold out of Ford (F) in Q3 2017, closing a stake of 16,106 shares — an estimated $180K sold.

Robertson Stephens Advisors first reported a position in F in Q4 2016 and held it in 2 quarters. The position peaked at $232K in Q4 2016. 1,065 funds tracked by Wall St. Rank hold F as of Q3 2017.

  • Robertson Stephens Advisors reported no remaining Ford position as of Q3 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 16,106 Ford shares in Q3 2017, an estimated $180K.
  • Robertson Stephens Advisors first reported a position in Ford in Q4 2016 and held it in 2 quarters.
  • Robertson Stephens Advisors's Ford position peaked at $232K in Q4 2016.
  • 1,065 funds tracked by Wall St. Rank held Ford as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.