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Intercontinental Wealth Advisors’s F5 FFIV Stock Holding History

Intercontinental Wealth Advisors’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
2019
Q1 		– Sell
-155
Closed -$25K – 439
2018
Q4 		$25K Buy
+155
New +$26.6K 0.01% 279

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Intercontinental Wealth Advisors's FFIV Position: Q1 2019 in Review

Intercontinental Wealth Advisors sold out of F5 (FFIV) in Q1 2019, closing a stake of 155 shares — an estimated $25K sold.

Intercontinental Wealth Advisors first reported a position in FFIV in Q4 2018 and held it in 1 quarter. The position peaked at $25K in Q4 2018. 547 funds tracked by Wall St. Rank hold FFIV as of Q1 2019.

  • Intercontinental Wealth Advisors reported no remaining F5 position as of Q1 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 155 F5 shares in Q1 2019, an estimated $25K.
  • Intercontinental Wealth Advisors first reported a position in F5 in Q4 2018 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's F5 position peaked at $25K in Q4 2018.
  • 547 funds tracked by Wall St. Rank held F5 as of Q1 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.