Lucia Wealth Services’s F5 FFIV Stock Holding History

Lucia Wealth Services’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 Q2	–	Sell	-1,503	Closed	-$217K	–	212
2018 Q1	$217K	Buy	+1,503	New	+$215K	0.07%	106

Other funds holding FFIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lucia Wealth Services's FFIV Position: Q2 2018 in Review

Lucia Wealth Services sold out of F5 (FFIV) in Q2 2018, closing a stake of 1,503 shares — an estimated $217K sold.

Lucia Wealth Services first reported a position in FFIV in Q1 2018 and held it in 1 quarter. The position peaked at $217K in Q1 2018. 548 funds tracked by Wall St. Rank hold FFIV as of Q2 2018.

Lucia Wealth Services reported no remaining F5 position as of Q2 2018 after selling out during the quarter.
Lucia Wealth Services sold 1,503 F5 shares in Q2 2018, an estimated $217K.
Lucia Wealth Services first reported a position in F5 in Q1 2018 and held it in 1 quarter.
Lucia Wealth Services's F5 position peaked at $217K in Q1 2018.
548 funds tracked by Wall St. Rank held F5 as of Q2 2018.

Based on Lucia Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.