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Wealth Advisors of Tampa Bay’s Ford F Stock Holding History

Wealth Advisors of Tampa Bay’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
Q4 		– Sell
-44,694
Closed -$414K – 68
2018
Q3 		$414K Sell
44,694
-331,631
-88% -$3.32M 0.29% 53
2018
Q2 		$4.18M Buy
376,325
+4,766
+1% +$54.6K 3.19% 10
2018
Q1 		$4.12M Buy
371,559
+18,405
+5% +$208K 2.98% 9
2017
Q4 		$4.64M Buy
+353,154
New +$4.35M 3.18% 6

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Advisors of Tampa Bay's F Position: Q4 2018 in Review

Wealth Advisors of Tampa Bay sold out of Ford (F) in Q4 2018, closing a stake of 44,694 shares — an estimated $414K sold.

Wealth Advisors of Tampa Bay first reported a position in F in Q4 2017 and held it in 4 quarters. The position peaked at $4.64M in Q4 2017. 1,161 funds tracked by Wall St. Rank hold F as of Q4 2018.

  • Wealth Advisors of Tampa Bay reported no remaining Ford position as of Q4 2018 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 44,694 Ford shares in Q4 2018, an estimated $414K.
  • Wealth Advisors of Tampa Bay first reported a position in Ford in Q4 2017 and held it in 4 quarters.
  • Wealth Advisors of Tampa Bay's Ford position peaked at $4.64M in Q4 2017.
  • 1,161 funds tracked by Wall St. Rank held Ford as of Q4 2018.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2018, filed 8 Feb 2019.