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LBA Wealth Management’s F5 FFIV Stock Holding History

LBA 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
2017
Q1 		$98K Sell
690
-125
-15% -$17.8K 0.05% 146
2016
Q4 		$118K Sell
815
-100
-11% -$13.5K 0.06% 131
2016
Q3 		$114K Hold
915
– – 0.06% 144
2016
Q2 		$104K Hold
915
– – 0.06% 152
2016
Q1 		$97K Sell
915
-50
-5% -$4.79K 0.06% 154
2015
Q4 		$94K Hold
965
– – 0.05% 166
2015
Q3 		$112K Hold
965
– – 0.07% 137
2015
Q2 		$116K Hold
965
– – 0.07% 124
2015
Q1 		$111K Sell
965
-175
-15% -$20.6K 0.07% 129
2014
Q4 		$149K Buy
+1,140
New +$142K 0.1% 117

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

LBA Wealth Management's FFIV Position: Q1 2017 in Review

LBA Wealth Management reduced its F5 (FFIV) stake by 15% in Q1 2017, selling an estimated $17.8K and leaving 690 shares worth $98K. The position accounts for 0.05% of the portfolio, ranked #146.

LBA Wealth Management first reported a position in FFIV in Q4 2014 and has held it in 10 quarters since. The position peaked at $149K in Q4 2014. 543 funds tracked by Wall St. Rank hold FFIV as of Q1 2017.

  • LBA Wealth Management held 690 shares of F5 worth $98K as of Q1 2017.
  • LBA Wealth Management sold 125 F5 shares in Q1 2017, an estimated $17.8K.
  • F5 made up 0.05% of LBA Wealth Management's portfolio in Q1 2017, its #146 holding.
  • LBA Wealth Management first reported a position in F5 in Q4 2014 and has held it in 10 quarters since.
  • LBA Wealth Management's F5 position peaked at $149K in Q4 2014.
  • 543 funds tracked by Wall St. Rank held F5 as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.