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Lenox Wealth Advisors’s F5 FFIV Stock Holding History

Lenox 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
2016
Q1 		– Sell
-10
Closed -$1K – 307
2015
Q4 		$1K Hold
10
– – ﹤0.01% 393
2015
Q3 		$1K Hold
10
– – ﹤0.01% 381
2015
Q2 		$1K Hold
10
– – ﹤0.01% 282
2015
Q1 		$1K Hold
10
– – ﹤0.01% 317
2014
Q4 		$1K Buy
+10
New +$1.25K ﹤0.01% 319

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Lenox Wealth Advisors's FFIV Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of F5 (FFIV) in Q1 2016, closing a stake of 10 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in FFIV in Q4 2014 and held it in 5 quarters. The position peaked at $1K in Q4 2015. 486 funds tracked by Wall St. Rank hold FFIV as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining F5 position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 10 F5 shares in Q1 2016, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in F5 in Q4 2014 and held it in 5 quarters.
  • Lenox Wealth Advisors's F5 position peaked at $1K in Q4 2015.
  • 486 funds tracked by Wall St. Rank held F5 as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.