CapWealth Advisors’s F5 FFIV Stock Holding History

CapWealth Advisors’s Portfolio FFIV Stock Details FFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-200	Closed	-$17K	–	380
2013 Q3	$17K	Hold	200	–	–	﹤0.01%	253
2013 Q2	$14K	Buy	+200	New	+$15.4K	﹤0.01%	258

Other funds holding FFIV

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

BIT

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

CapWealth Advisors's FFIV Position: Q4 2013 in Review

CapWealth Advisors sold out of F5 (FFIV) in Q4 2013, closing a stake of 200 shares — an estimated $17K sold.

CapWealth Advisors first reported a position in FFIV in Q2 2013 and held it in 2 quarters. The position peaked at $17K in Q3 2013. 447 funds tracked by Wall St. Rank hold FFIV as of Q4 2013.

CapWealth Advisors reported no remaining F5 position as of Q4 2013 after selling out during the quarter.
CapWealth Advisors sold 200 F5 shares in Q4 2013, an estimated $17K.
CapWealth Advisors first reported a position in F5 in Q2 2013 and held it in 2 quarters.
CapWealth Advisors's F5 position peaked at $17K in Q3 2013.
447 funds tracked by Wall St. Rank held F5 as of Q4 2013.

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