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Wealth & Pension Services Group’s Ford F Stock Holding History

Wealth & Pension Services Group’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
2019
Q3 		– Sell
-10,976
Closed -$112K – 122
2019
Q2 		$112K Buy
+10,976
New +$108K 0.08% 116

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wealth & Pension Services Group's F Position: Q3 2019 in Review

Wealth & Pension Services Group sold out of Ford (F) in Q3 2019, closing a stake of 10,976 shares — an estimated $112K sold.

Wealth & Pension Services Group first reported a position in F in Q2 2019 and held it in 1 quarter. The position peaked at $112K in Q2 2019. 1,105 funds tracked by Wall St. Rank hold F as of Q3 2019.

  • Wealth & Pension Services Group reported no remaining Ford position as of Q3 2019 after selling out during the quarter.
  • Wealth & Pension Services Group sold 10,976 Ford shares in Q3 2019, an estimated $112K.
  • Wealth & Pension Services Group first reported a position in Ford in Q2 2019 and held it in 1 quarter.
  • Wealth & Pension Services Group's Ford position peaked at $112K in Q2 2019.
  • 1,105 funds tracked by Wall St. Rank held Ford as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.