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Concert Wealth Management’s F5 FFIV Stock Holding History

Concert Wealth Management’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
2017
Q2 		– Sell
-1,867
Closed -$267K – 244
2017
Q1 		$267K Buy
1,867
+15
+0.8% +$2.14K 0.06% 378
2016
Q4 		$265K Sell
1,852
-3,082
-62% -$418K 0.06% 379
2016
Q3 		$612K Sell
4,934
-48
-1% -$5.83K 0.07% 335
2016
Q2 		$567K Buy
4,982
+2,910
+140% +$313K 0.08% 319
2016
Q1 		$218K Buy
+2,072
New +$199K 0.03% 565
2015
Q4 		– Sell
-2,005
Closed -$231K – 707
2015
Q3 		$231K Sell
2,005
-1,660
-45% -$203K 0.03% 567
2015
Q2 		$440K Buy
+3,665
New +$451K 0.06% 390
2015
Q1 		– Sell
-3,571
Closed -$466K – 531
2014
Q4 		$466K Buy
3,571
+1,680
+89% +$209K 0.07% 339
2014
Q3 		$225K Sell
1,891
-6
-0.3% -$705 0.03% 468
2014
Q2 		$209K Buy
+1,897
New +$204K 0.03% 506

Other funds holding FFIV

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Concert Wealth Management's FFIV Position: Q2 2017 in Review

Concert Wealth Management sold out of F5 (FFIV) in Q2 2017, closing a stake of 1,867 shares — an estimated $267K sold.

Concert Wealth Management first reported a position in FFIV in Q2 2014 and held it in 10 quarters. The position peaked at $612K in Q3 2016. 533 funds tracked by Wall St. Rank hold FFIV as of Q2 2017.

  • Concert Wealth Management reported no remaining F5 position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 1,867 F5 shares in Q2 2017, an estimated $267K.
  • Concert Wealth Management first reported a position in F5 in Q2 2014 and held it in 10 quarters.
  • Concert Wealth Management's F5 position peaked at $612K in Q3 2016.
  • 533 funds tracked by Wall St. Rank held F5 as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.