Wharton Business Group’s Ford F Stock Holding History

Wharton Business 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
2014 Q2	–	Sell	-197,735	Closed	-$3.08M	–	149
2014 Q1	$3.08M	Buy	+197,735	New	+$3.06M	0.25%	78

Other funds holding F

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Wharton Business Group's F Position: Q2 2014 in Review

Wharton Business Group sold out of Ford (F) in Q2 2014, closing a stake of 197,735 shares — an estimated $3.08M sold.

Wharton Business Group first reported a position in F in Q1 2014 and held it in 1 quarter. The position peaked at $3.08M in Q1 2014. 991 funds tracked by Wall St. Rank hold F as of Q2 2014.

Wharton Business Group reported no remaining Ford position as of Q2 2014 after selling out during the quarter.
Wharton Business Group sold 197,735 Ford shares in Q2 2014, an estimated $3.08M.
Wharton Business Group first reported a position in Ford in Q1 2014 and held it in 1 quarter.
Wharton Business Group's Ford position peaked at $3.08M in Q1 2014.
991 funds tracked by Wall St. Rank held Ford as of Q2 2014.

Based on Wharton Business Group's 13F filing for Q2 2014, filed 11 Aug 2014.