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Loring Wolcott & Coolidge Fiduciary Advisors’s F5 FFIV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017
Q1 		– Sell
-23
Closed -$3K – 618
2016
Q4 		$3K Hold
23
– – ﹤0.01% 576
2016
Q3 		$3K Hold
23
– – ﹤0.01% 590
2016
Q2 		$3K Sell
23
-24
-51% -$2.58K ﹤0.01% 606
2016
Q1 		$5K Buy
+47
New +$4.5K ﹤0.01% 576
2014
Q1 		– Sell
-35
Closed -$3K – 625
2013
Q4 		$3K Sell
35
-150
-81% -$12.8K ﹤0.01% 572
2013
Q3 		$16K Sell
185
-350
-65% -$29.8K ﹤0.01% 459
2013
Q2 		$37K Buy
+535
New +$41.2K ﹤0.01% 419

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 $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FFIV Position: Q1 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of F5 (FFIV) in Q1 2017, closing a stake of 23 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FFIV in Q2 2013 and held it in 7 quarters. The position peaked at $37K in Q2 2013. 544 funds tracked by Wall St. Rank hold FFIV as of Q1 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining F5 position as of Q1 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 23 F5 shares in Q1 2017, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in F5 in Q2 2013 and held it in 7 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's F5 position peaked at $37K in Q2 2013.
  • 544 funds tracked by Wall St. Rank held F5 as of Q1 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2017, filed 15 May 2017.