Evercore Wealth Management’s F5 FFIV Stock Holding History

Evercore 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
2018 Q4	–	Sell	-1,111	Closed	-$222K	–	386
2018 Q3	$222K	Buy	+1,111	New	+$203K	0.01%	387
2018 Q1	–	Sell	-600	Closed	-$79K	–	500
2017 Q4	$79K	Hold	600	–	–	﹤0.01%	508
2017 Q3	$72K	Hold	600	–	–	﹤0.01%	522
2017 Q2	$76K	Hold	600	–	–	﹤0.01%	521
2017 Q1	$86K	Hold	600	–	–	﹤0.01%	510
2016 Q4	$87K	Hold	600	–	–	﹤0.01%	521
2016 Q3	$75K	Hold	600	–	–	﹤0.01%	524
2016 Q2	$68K	Hold	600	–	–	﹤0.01%	521
2016 Q1	$64K	Sell	600 -800	-57%	-$76.7K	﹤0.01%	522
2015 Q4	$136K	Buy	+1,400	New	+$151K	0.01%	442
2015 Q2	–	Sell	-24	Closed	-$3K	–	1072
2015 Q1	$3K	Sell	24 -1,771	-99%	-$208K	﹤0.01%	949
2014 Q4	$234K	Sell	1,795 -35	-2%	-$4.36K	0.01%	335
2014 Q3	$217K	Sell	1,830 -12	-0.7%	-$1.41K	0.01%	381
2014 Q2	$205K	Sell	1,842 -28,771	-94%	-$3.1M	0.01%	385
2014 Q1	$3.26M	Sell	30,613 -1,485	-5%	-$157K	0.18%	110
2013 Q4	$2.92M	Sell	32,098 -4,149	-11%	-$353K	0.16%	121
2013 Q3	$3.11M	Sell	36,247 -5,081	-12%	-$432K	0.18%	128
2013 Q2	$2.84M	Buy	+41,328	New	+$3.18M	0.16%	133

Other funds holding FFIV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's FFIV Position: Q4 2018 in Review

Evercore Wealth Management sold out of F5 (FFIV) in Q4 2018, closing a stake of 1,111 shares — an estimated $222K sold.

Evercore Wealth Management first reported a position in FFIV in Q2 2013 and held it in 18 quarters. The position peaked at $3.26M in Q1 2014. 556 funds tracked by Wall St. Rank hold FFIV as of Q4 2018.

Evercore Wealth Management reported no remaining F5 position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,111 F5 shares in Q4 2018, an estimated $222K.
Evercore Wealth Management first reported a position in F5 in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's F5 position peaked at $3.26M in Q1 2014.
556 funds tracked by Wall St. Rank held F5 as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.