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Willow Street Advisors’s Ford F Stock Holding History

Willow Street 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
2013
Q4 		$4.33M Buy
236,481
+53,565
+29% +$898K 2.42% 5
2013
Q3 		$3.6M Buy
182,916
+97,216
+113% +$1.64M 2.23% 6
2013
Q2 		$1.99M Buy
+85,700
New +$1.23M 1.28% 26

Other funds holding F

ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Willow Street Advisors's F Position: Q4 2013 in Review

Willow Street Advisors increased its Ford (F) stake by 29% in Q4 2013, buying an estimated $898K and bringing the position to 236,481 shares worth $4.33M. The position accounts for 2.42% of the portfolio, ranked #5.

Willow Street Advisors first reported a position in F in Q2 2013 and has held it in 3 quarters since. 1,019 funds tracked by Wall St. Rank hold F as of Q4 2013.

  • Willow Street Advisors held 236,481 shares of Ford worth $4.33M as of Q4 2013.
  • Willow Street Advisors bought 53,565 Ford shares in Q4 2013, an estimated $898K.
  • Ford made up 2.42% of Willow Street Advisors's portfolio in Q4 2013, its #5 holding.
  • Willow Street Advisors first reported a position in Ford in Q2 2013 and has held it in 3 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Ford as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.