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Moneta Group Investment Advisors’s F5 FFIV Stock Holding History

Moneta Group Investment 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
2018
Q2 		– Sell
-40
Closed -$6K – 467
2018
Q1 		$6K Hold
40
– – ﹤0.01% 500
2017
Q4 		$5K Buy
+40
New +$4.97K ﹤0.01% 372
2015
Q4 		– Sell
-3,480
Closed -$403K – 238
2015
Q3 		$403K Buy
3,480
+500
+17% +$61.2K 0.11% 86
2015
Q2 		$359K Buy
2,980
+355
+14% +$43.6K 0.11% 94
2015
Q1 		$302K Buy
2,625
+100
+4% +$11.8K 0.13% 119
2014
Q4 		$329K Buy
2,525
+205
+9% +$25.6K 0.16% 109
2014
Q3 		$275K Buy
2,320
+180
+8% +$21.1K 0.14% 115
2014
Q2 		$238K Buy
+2,140
New +$230K 0.13% 121

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Moneta Group Investment Advisors's FFIV Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of F5 (FFIV) in Q2 2018, closing a stake of 40 shares — an estimated $6K sold.

Moneta Group Investment Advisors first reported a position in FFIV in Q2 2014 and held it in 8 quarters. The position peaked at $403K in Q3 2015. 549 funds tracked by Wall St. Rank hold FFIV as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining F5 position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 40 F5 shares in Q2 2018, an estimated $6K.
  • Moneta Group Investment Advisors first reported a position in F5 in Q2 2014 and held it in 8 quarters.
  • Moneta Group Investment Advisors's F5 position peaked at $403K in Q3 2015.
  • 549 funds tracked by Wall St. Rank held F5 as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.