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Legacy Advisors’s F5 FFIV Stock Holding History

Legacy 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
2018
Q1 		– Sell
-31
Closed -$4K – 406
2017
Q4 		$4K Buy
+31
New +$3.85K ﹤0.01% 308

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Legacy Advisors's FFIV Position: Q1 2018 in Review

Legacy Advisors sold out of F5 (FFIV) in Q1 2018, closing a stake of 31 shares — an estimated $4K sold.

Legacy Advisors first reported a position in FFIV in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 529 funds tracked by Wall St. Rank hold FFIV as of Q1 2018.

  • Legacy Advisors reported no remaining F5 position as of Q1 2018 after selling out during the quarter.
  • Legacy Advisors sold 31 F5 shares in Q1 2018, an estimated $4K.
  • Legacy Advisors first reported a position in F5 in Q4 2017 and held it in 1 quarter.
  • Legacy Advisors's F5 position peaked at $4K in Q4 2017.
  • 529 funds tracked by Wall St. Rank held F5 as of Q1 2018.

Based on Legacy Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.