ST
F icon

Stifel Trust’s Ford F Stock Holding History

Stifel Trust’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
Q3 		$97K Sell
6,534
-800
-11% -$13.7K 0.02% 224
2014
Q2 		$127K Hold
7,334
– – 0.02% 209
2014
Q1 		$115K Sell
7,334
-255
-3% -$3.95K 0.02% 210
2013
Q4 		$118K Hold
7,589
– – 0.02% 201
2013
Q3 		$129K Hold
7,589
– – 0.03% 199
2013
Q2 		$118K Buy
+7,589
New +$109K 0.02% 204

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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Trust's F Position: Q3 2014 in Review

Stifel Trust reduced its Ford (F) stake by 11% in Q3 2014, selling an estimated $13.7K and leaving 6,534 shares worth $97K. The position accounts for 0.02% of the portfolio, ranked #224.

Stifel Trust first reported a position in F in Q2 2013 and has held it in 6 quarters since. The position peaked at $129K in Q3 2013. 991 funds tracked by Wall St. Rank hold F as of Q3 2014.

  • Stifel Trust held 6,534 shares of Ford worth $97K as of Q3 2014.
  • Stifel Trust sold 800 Ford shares in Q3 2014, an estimated $13.7K.
  • Ford made up 0.02% of Stifel Trust's portfolio in Q3 2014, its #224 holding.
  • Stifel Trust first reported a position in Ford in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Ford position peaked at $129K in Q3 2013.
  • 991 funds tracked by Wall St. Rank held Ford as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.