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Independent Portfolio Consultants’s FIVE9 FIVN Stock Holding History

Independent Portfolio Consultants’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$17K Sell
805
-10
-1% -$205 0.01% 631
2017
Q1 		$13K Buy
+815
New +$13.4K ﹤0.01% 717

Other funds holding FIVN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Portfolio Consultants's FIVN Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its FIVE9 (FIVN) stake by 1.2% in Q2 2017, selling an estimated $205 and leaving 805 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #631.

Independent Portfolio Consultants first reported a position in FIVN in Q1 2017 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold FIVN as of Q2 2017.

  • Independent Portfolio Consultants held 805 shares of FIVE9 worth $17K as of Q2 2017.
  • Independent Portfolio Consultants sold 10 FIVE9 shares in Q2 2017, an estimated $205.
  • FIVE9 made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #631 holding.
  • Independent Portfolio Consultants first reported a position in FIVE9 in Q1 2017 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held FIVE9 as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.