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Round Table Investment Management’s Ford F Stock Holding History

Round Table Investment 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
2014
Q1 		– Sell
-30,000
Closed -$463K – 58
2013
Q4 		$463K Hold
30,000
– – 0.05% 56
2013
Q3 		$506K Buy
+30,000
New +$507K 0.39% 35

Other funds holding F

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Round Table Investment Management's F Position: Q1 2014 in Review

Round Table Investment Management sold out of Ford (F) in Q1 2014, closing a stake of 30,000 shares — an estimated $463K sold.

Round Table Investment Management first reported a position in F in Q3 2013 and held it in 2 quarters. The position peaked at $506K in Q3 2013. 976 funds tracked by Wall St. Rank hold F as of Q1 2014.

  • Round Table Investment Management reported no remaining Ford position as of Q1 2014 after selling out during the quarter.
  • Round Table Investment Management sold 30,000 Ford shares in Q1 2014, an estimated $463K.
  • Round Table Investment Management first reported a position in Ford in Q3 2013 and held it in 2 quarters.
  • Round Table Investment Management's Ford position peaked at $506K in Q3 2013.
  • 976 funds tracked by Wall St. Rank held Ford as of Q1 2014.

Based on Round Table Investment Management's 13F filing for Q1 2014, filed 15 May 2014.