Simply Money Advisors’s Ford F Stock Holding History

Simply Money 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
2013 Q4	–	Sell	-700	Closed	-$12K	–	102
2013 Q3	$12K	Sell	700 -2,452	-78%	-$41.4K	﹤0.01%	59
2013 Q2	$49K	Buy	+3,152	New	+$45.2K	0.01%	66

Other funds holding F

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Simply Money Advisors's F Position: Q4 2013 in Review

Simply Money Advisors sold out of Ford (F) in Q4 2013, closing a stake of 700 shares — an estimated $12K sold.

Simply Money Advisors first reported a position in F in Q2 2013 and held it in 2 quarters. The position peaked at $49K in Q2 2013. 1,019 funds tracked by Wall St. Rank hold F as of Q4 2013.

Simply Money Advisors reported no remaining Ford position as of Q4 2013 after selling out during the quarter.
Simply Money Advisors sold 700 Ford shares in Q4 2013, an estimated $12K.
Simply Money Advisors first reported a position in Ford in Q2 2013 and held it in 2 quarters.
Simply Money Advisors's Ford position peaked at $49K in Q2 2013.
1,019 funds tracked by Wall St. Rank held Ford as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.