Torch Wealth Management’s Ford F Stock Holding History

Torch Wealth 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 Q3	–	Sell	-4,800	Closed	-$83K	–	147
2014 Q2	$83K	Sell	4,800 -500	-9%	-$8.13K	0.06%	135
2014 Q1	$83K	Buy	5,300 +2,000	+61%	+$30.9K	0.06%	122
2013 Q4	$51K	Buy	+3,300	New	+$55.3K	0.04%	140

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

BIT

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Torch Wealth Management's F Position: Q3 2014 in Review

Torch Wealth Management sold out of Ford (F) in Q3 2014, closing a stake of 4,800 shares — an estimated $83K sold.

Torch Wealth Management first reported a position in F in Q4 2013 and held it in 3 quarters. The position peaked at $83K in Q2 2014. 991 funds tracked by Wall St. Rank hold F as of Q3 2014.

Torch Wealth Management reported no remaining Ford position as of Q3 2014 after selling out during the quarter.
Torch Wealth Management sold 4,800 Ford shares in Q3 2014, an estimated $83K.
Torch Wealth Management first reported a position in Ford in Q4 2013 and held it in 3 quarters.
Torch Wealth Management's Ford position peaked at $83K in Q2 2014.
991 funds tracked by Wall St. Rank held Ford as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.