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WFG Advisors’s Ford F Stock Holding History

WFG 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
2017
Q2 		$496K Buy
44,335
+7,865
+22% +$87.8K 0.11% 202
2017
Q1 		$425K Sell
36,470
-131
-0.4% -$1.63K 0.11% 194
2016
Q4 		$444K Buy
36,601
+328
+0.9% +$3.98K 0.11% 217
2016
Q3 		$438K Buy
36,273
+620
+2% +$7.83K 0.11% 197
2016
Q2 		$448K Buy
35,653
+2,024
+6% +$26.7K 0.12% 181
2016
Q1 		$454K Sell
33,629
-628
-2% -$7.9K 0.13% 173
2015
Q4 		$483K Sell
34,257
-1,562
-4% -$22.6K 0.14% 165
2015
Q3 		$486K Sell
35,819
-12,500
-26% -$179K 0.15% 160
2015
Q2 		$725K Buy
48,319
+1,247
+3% +$19.3K 0.2% 121
2015
Q1 		$760K Sell
47,072
-20,449
-30% -$323K 0.21% 108
2014
Q4 		$1.05M Buy
67,521
+10,206
+18% +$150K 0.21% 103
2014
Q3 		$848K Sell
57,315
-2,145
-4% -$36.7K 0.16% 158
2014
Q2 		$1.02M Buy
59,460
+2,852
+5% +$46.4K 0.19% 120
2014
Q1 		$883K Sell
56,608
-2,898
-5% -$44.8K 0.18% 137
2013
Q4 		$918K Sell
59,506
-24,031
-29% -$403K 0.13% 179
2013
Q3 		$1.41M Buy
83,537
+5,820
+7% +$98.3K 0.22% 111
2013
Q2 		$1.2M Buy
+77,717
New +$1.11M 0.2% 129

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WFG Advisors's F Position: Q2 2017 in Review

WFG Advisors increased its Ford (F) stake by 22% in Q2 2017, buying an estimated $87.8K and bringing the position to 44,335 shares worth $496K. The position accounts for 0.11% of the portfolio, ranked #202.

WFG Advisors first reported a position in F in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.41M in Q3 2013. 1,073 funds tracked by Wall St. Rank hold F as of Q2 2017.

  • WFG Advisors held 44,335 shares of Ford worth $496K as of Q2 2017.
  • WFG Advisors bought 7,865 Ford shares in Q2 2017, an estimated $87.8K.
  • Ford made up 0.11% of WFG Advisors's portfolio in Q2 2017, its #202 holding.
  • WFG Advisors first reported a position in Ford in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Ford position peaked at $1.41M in Q3 2013.
  • 1,073 funds tracked by Wall St. Rank held Ford as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.