Intellectus Partners’s FIVE9 FIVN Stock Holding History

Intellectus Partners’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
2019 Q1	–	Sell	-4,991	Closed	-$218K	–	433
2018 Q4	$218K	Hold	4,991	–	–	0.15%	113
2018 Q3	$218K	Hold	4,991	–	–	0.08%	228
2018 Q2	$173K	Sell	4,991 -4,990	-50%	-$162K	0.06%	232
2018 Q1	$297K	Hold	9,981	–	–	0.1%	196
2017 Q4	$248K	Sell	9,981 -9,980	-50%	-$246K	0.09%	197
2017 Q3	$477K	Hold	19,961	–	–	0.2%	123
2017 Q2	$430K	Hold	19,961	–	–	0.19%	126
2017 Q1	$329K	Hold	19,961	–	–	0.17%	138
2016 Q4	$283K	Buy	+19,961	New	+$288K	0.15%	144

Other funds holding FIVN

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Intellectus Partners's FIVN Position: Q1 2019 in Review

Intellectus Partners sold out of FIVE9 (FIVN) in Q1 2019, closing a stake of 4,991 shares — an estimated $218K sold.

Intellectus Partners first reported a position in FIVN in Q4 2016 and held it in 9 quarters. The position peaked at $477K in Q3 2017. 268 funds tracked by Wall St. Rank hold FIVN as of Q1 2019.

Intellectus Partners reported no remaining FIVE9 position as of Q1 2019 after selling out during the quarter.
Intellectus Partners sold 4,991 FIVE9 shares in Q1 2019, an estimated $218K.
Intellectus Partners first reported a position in FIVE9 in Q4 2016 and held it in 9 quarters.
Intellectus Partners's FIVE9 position peaked at $477K in Q3 2017.
268 funds tracked by Wall St. Rank held FIVE9 as of Q1 2019.

Based on Intellectus Partners's 13F filing for Q1 2019, filed 15 May 2019.