Michael J. Puzo’s F5 FFIV Stock Holding History

Michael J. Puzo’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	-795	Closed	-$92K	–	85
2015 Q3	$92K	Sell	795 -10	-1%	-$1.22K	0.07%	94
2015 Q2	$97K	Buy	805 +10	+1%	+$1.23K	0.06%	100
2015 Q1	$91K	Buy	+795	New	+$93.5K	0.06%	106

Other funds holding FFIV

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Michael J. Puzo's FFIV Position: Q4 2015 in Review

Michael J. Puzo sold out of F5 (FFIV) in Q4 2015, closing a stake of 795 shares — an estimated $92K sold.

Michael J. Puzo first reported a position in FFIV in Q1 2015 and held it in 3 quarters. The position peaked at $97K in Q2 2015. 499 funds tracked by Wall St. Rank hold FFIV as of Q4 2015.

Michael J. Puzo reported no remaining F5 position as of Q4 2015 after selling out during the quarter.
Michael J. Puzo sold 795 F5 shares in Q4 2015, an estimated $92K.
Michael J. Puzo first reported a position in F5 in Q1 2015 and held it in 3 quarters.
Michael J. Puzo's F5 position peaked at $97K in Q2 2015.
499 funds tracked by Wall St. Rank held F5 as of Q4 2015.

Based on Michael J. Puzo's 13F filing for Q4 2015, filed 12 Feb 2016.