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	$11K	Buy	7,000 +2,000	+40%	+$22.3K	﹤0.01%	1106
2017 Q1	$10K	Hold	5,000	–	–	﹤0.01%	1070
2016 Q4	$13K	Hold	5,000	–	–	﹤0.01%	1041
2016 Q3	$13K	Buy	+5,000	New	+$63.1K	﹤0.01%	1046
2016 Q1	–	Sell	-3,000	Closed	-$3K	–	1566
2015 Q4	$3K	Hold	3,000	–	–	﹤0.01%	1299
2015 Q3	$3K	Sell	3,000 -500	-14%	-$7.14K	﹤0.01%	1347
2015 Q2	$8K	Hold	3,500	–	–	﹤0.01%	1242
2015 Q1	$12K	Hold	3,500	–	–	﹤0.01%	1141
2014 Q4	$10K	Buy	3,500 +3,000	+600%	+$44.2K	﹤0.01%	1456
2014 Q3	$1K	Buy	+500	New	+$8.54K	﹤0.01%	1966

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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.