KJWM
FFIV icon

Kiley Juergens Wealth Management’s F5 FFIV Stock Holding History

Kiley Juergens 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
-352
Closed -$70K – 246
2018
Q3 		$70K Buy
352
+152
+76% +$27.8K 0.05% 193
2018
Q2 		$34K Buy
+200
New +$33.3K 0.03% 249
2018
Q1 		– Sell
-200
Closed -$26K – 262
2017
Q4 		$26K Buy
+200
New +$24.8K 0.02% 307

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiley Juergens Wealth Management's FFIV Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of F5 (FFIV) in Q4 2018, closing a stake of 352 shares — an estimated $70K sold.

Kiley Juergens Wealth Management first reported a position in FFIV in Q4 2017 and held it in 3 quarters. The position peaked at $70K in Q3 2018. 555 funds tracked by Wall St. Rank hold FFIV as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining F5 position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 352 F5 shares in Q4 2018, an estimated $70K.
  • Kiley Juergens Wealth Management first reported a position in F5 in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's F5 position peaked at $70K in Q3 2018.
  • 555 funds tracked by Wall St. Rank held F5 as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.