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UBS’s Ford F Stock Holding History

UBS’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 		$252M Buy
17,058,624
+1,306,014
+8% +$22.3M 0.19% 114
2014
Q2 		$272M Buy
15,752,610
+394,846
+3% +$6.42M 0.21% 104
2014
Q1 		$240M Buy
15,357,764
+1,302,942
+9% +$20.2M 0.21% 104
2013
Q4 		$217M Sell
14,054,822
-296,401
-2% -$4.97M 0.2% 105
2013
Q3 		$242M Buy
14,351,223
+1,625,559
+13% +$27.5M 0.25% 75
2013
Q2 		$197M Buy
+12,725,664
New +$182M 0.23% 81

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

UBS's F Position: Q3 2014 in Review

UBS increased its Ford (F) stake by 8.3% in Q3 2014, buying an estimated $22.3M and bringing the position to 17,058,624 shares worth $252M. The position accounts for 0.19% of the portfolio, ranked #114.

UBS first reported a position in F in Q2 2013 and has held it in 6 quarters since. The position peaked at $272M in Q2 2014. 991 funds tracked by Wall St. Rank hold F as of Q3 2014.

  • UBS held 17,058,624 shares of Ford worth $252M as of Q3 2014.
  • UBS bought 1,306,014 Ford shares in Q3 2014, an estimated $22.3M.
  • Ford made up 0.19% of UBS's portfolio in Q3 2014, its #114 holding.
  • UBS first reported a position in Ford in Q2 2013 and has held it in 6 quarters since.
  • UBS's Ford position peaked at $272M in Q2 2014.
  • 991 funds tracked by Wall St. Rank held Ford as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.