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Integrated Wealth Management (Palm Desert)’s F5 FFIV Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-100
Closed -$12K – 496
2016
Q3 		$12K Hold
100
– – ﹤0.01% 717
2016
Q2 		$11K Hold
100
– – ﹤0.01% 729
2016
Q1 		$11K Hold
100
– – ﹤0.01% 684
2015
Q4 		$10K Hold
100
– – ﹤0.01% 762
2015
Q3 		$12K Sell
100
-16
-14% -$1.96K 0.01% 717
2015
Q2 		$14K Buy
116
+16
+16% +$1.97K 0.01% 707
2015
Q1 		$11K Buy
+100
New +$11.8K ﹤0.01% 740

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FFIV Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of F5 (FFIV) in Q4 2016, closing a stake of 100 shares — an estimated $12K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FFIV in Q1 2015 and held it in 7 quarters. The position peaked at $14K in Q2 2015. 556 funds tracked by Wall St. Rank hold FFIV as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining F5 position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 F5 shares in Q4 2016, an estimated $12K.
  • Integrated Wealth Management (Palm Desert) first reported a position in F5 in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s F5 position peaked at $14K in Q2 2015.
  • 556 funds tracked by Wall St. Rank held F5 as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.