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Stevens First Principles Investment Advisors’s Ford F Stock Holding History

Stevens First Principles Investment 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
Q3 		– Sell
-25
Closed – – 166
2018
Q2 		$0 Hold
25
– – ﹤0.01% 164
2018
Q1 		$0 Hold
25
– – ﹤0.01% 168
2017
Q4 		$0 Buy
+25
New +$308 ﹤0.01% 193
2013
Q4 		– Sell
-7,500
Closed -$127K – 216
2013
Q3 		$127K Buy
7,500
+1,400
+23% +$23.6K 0.08% 101
2013
Q2 		$94K Buy
+6,100
New +$87.5K 0.07% 106

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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

Stevens First Principles Investment Advisors's F Position: Q3 2018 in Review

Stevens First Principles Investment Advisors sold out of Ford (F) in Q3 2018, closing a stake of 25 shares.

Stevens First Principles Investment Advisors first reported a position in F in Q2 2013 and held it in 5 quarters. The position peaked at $127K in Q3 2013. 1,119 funds tracked by Wall St. Rank hold F as of Q3 2018.

  • Stevens First Principles Investment Advisors reported no remaining Ford position as of Q3 2018 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 25 Ford shares in Q3 2018.
  • Stevens First Principles Investment Advisors first reported a position in Ford in Q2 2013 and held it in 5 quarters.
  • Stevens First Principles Investment Advisors's Ford position peaked at $127K in Q3 2013.
  • 1,119 funds tracked by Wall St. Rank held Ford as of Q3 2018.

Based on Stevens First Principles Investment Advisors's 13F filing for Q3 2018, filed 6 Nov 2018.