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US Financial Advisors’s Ford F Stock Holding History

US Financial 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
2016
Q2 		– Sell
-838
Closed -$11K – 151
2016
Q1 		$11K Sell
838
-2,980
-78% -$37.5K 0.02% 204
2015
Q4 		$53K Buy
3,818
+1,643
+76% +$23.8K 0.05% 135
2015
Q3 		$30K Buy
2,175
+1,500
+222% +$21.4K 0.05% 167
2015
Q2 		$10K Sell
675
-1,305
-66% -$20.2K 0.01% 232
2015
Q1 		$32K Sell
1,980
-200
-9% -$3.16K 0.03% 151
2014
Q4 		$34K Buy
+2,180
New +$32.1K 0.03% 137

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Financial Advisors's F Position: Q2 2016 in Review

US Financial Advisors sold out of Ford (F) in Q2 2016, closing a stake of 838 shares — an estimated $11K sold.

US Financial Advisors first reported a position in F in Q4 2014 and held it in 6 quarters. The position peaked at $53K in Q4 2015. 1,088 funds tracked by Wall St. Rank hold F as of Q2 2016.

  • US Financial Advisors reported no remaining Ford position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 838 Ford shares in Q2 2016, an estimated $11K.
  • US Financial Advisors first reported a position in Ford in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's Ford position peaked at $53K in Q4 2015.
  • 1,088 funds tracked by Wall St. Rank held Ford as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.