Lyons Wealth Management’s F5 FFIV Stock Holding History

Lyons 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
2015 Q4	–	Sell	-1,362	Closed	-$157K	–	77
2015 Q3	$157K	Sell	1,362 -25	-2%	-$3.06K	0.2%	42
2015 Q2	$167K	Buy	+1,387	New	+$171K	0.19%	53
2014 Q3	–	Sell	-255	Closed	-$30K	–	70
2014 Q2	$28K	Buy	+255	New	+$27.4K	0.03%	71

Other funds holding FFIV

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lyons Wealth Management's FFIV Position: Q4 2015 in Review

Lyons Wealth Management sold out of F5 (FFIV) in Q4 2015, closing a stake of 1,362 shares — an estimated $157K sold.

Lyons Wealth Management first reported a position in FFIV in Q2 2014 and held it in 3 quarters. The position peaked at $167K in Q2 2015. 499 funds tracked by Wall St. Rank hold FFIV as of Q4 2015.

Lyons Wealth Management reported no remaining F5 position as of Q4 2015 after selling out during the quarter.
Lyons Wealth Management sold 1,362 F5 shares in Q4 2015, an estimated $157K.
Lyons Wealth Management first reported a position in F5 in Q2 2014 and held it in 3 quarters.
Lyons Wealth Management's F5 position peaked at $167K in Q2 2015.
499 funds tracked by Wall St. Rank held F5 as of Q4 2015.

Based on Lyons Wealth Management's 13F filing for Q4 2015, filed 11 Feb 2016.