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Westerly Capital Management’s Ford F Stock Holding History

Westerly Capital Management’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
2015
Q1 		– Sell
-50,000
Closed -$775K – 44
2014
Q4 		$775K Buy
+50,000
New +$737K 0.56% 51

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BIT
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westerly Capital Management's F Position: Q1 2015 in Review

Westerly Capital Management sold out of Ford (F) in Q1 2015, closing a stake of 50,000 shares — an estimated $775K sold.

Westerly Capital Management first reported a position in F in Q4 2014 and held it in 1 quarter. The position peaked at $775K in Q4 2014. 1,050 funds tracked by Wall St. Rank hold F as of Q1 2015.

  • Westerly Capital Management reported no remaining Ford position as of Q1 2015 after selling out during the quarter.
  • Westerly Capital Management sold 50,000 Ford shares in Q1 2015, an estimated $775K.
  • Westerly Capital Management first reported a position in Ford in Q4 2014 and held it in 1 quarter.
  • Westerly Capital Management's Ford position peaked at $775K in Q4 2014.
  • 1,050 funds tracked by Wall St. Rank held Ford as of Q1 2015.

Based on Westerly Capital Management's 13F filing for Q1 2015, filed 15 May 2015.