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
2016 Q3	–	Sell	-1,400	Closed	-$3K	–	1017
2016 Q2	$3K	Buy	+1,400	New	+$151K	﹤0.01%	676

Other funds holding FFIV

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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.