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Wealthquest’s Ford F Stock Holding History

Wealthquest’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
Q1 		– Sell
-14,716
Closed -$112K – 133
2018
Q4 		$112K Buy
+14,716
New +$131K 0.05% 132
2015
Q3 		$193K Sell
14,206
-642
-4% -$9.17K 0.35% 46
2015
Q2 		$223K Sell
14,848
-93
-0.6% -$1.44K 0.33% 45
2015
Q1 		$241K Sell
14,941
-4,164
-22% -$65.7K 0.35% 42
2014
Q4 		$296K Buy
+19,105
New +$282K 0.3% 38

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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthquest's F Position: Q1 2019 in Review

Wealthquest sold out of Ford (F) in Q1 2019, closing a stake of 14,716 shares — an estimated $112K sold.

Wealthquest first reported a position in F in Q4 2014 and held it in 5 quarters. The position peaked at $296K in Q4 2014. 1,138 funds tracked by Wall St. Rank hold F as of Q1 2019.

  • Wealthquest reported no remaining Ford position as of Q1 2019 after selling out during the quarter.
  • Wealthquest sold 14,716 Ford shares in Q1 2019, an estimated $112K.
  • Wealthquest first reported a position in Ford in Q4 2014 and held it in 5 quarters.
  • Wealthquest's Ford position peaked at $296K in Q4 2014.
  • 1,138 funds tracked by Wall St. Rank held Ford as of Q1 2019.

Based on Wealthquest's 13F filing for Q1 2019, filed 18 Apr 2019.