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Mosaic Family Wealth’s F5 FFIV Stock Holding History

Mosaic Family Wealth’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
Q4 		– Sell
-35
Closed -$4K – 755
2017
Q3 		$4K Hold
35
– – ﹤0.01% 742
2017
Q2 		$4K Hold
35
– – ﹤0.01% 607
2017
Q1 		$5K Sell
35
-3
-8% -$428 ﹤0.01% 565
2016
Q4 		$5K Hold
38
– – ﹤0.01% 550
2016
Q3 		$5K Hold
38
– – ﹤0.01% 571
2016
Q2 		$5K Hold
38
– – ﹤0.01% 597
2016
Q1 		$4K Hold
38
– – ﹤0.01% 623
2015
Q4 		$3K Buy
+38
New +$4.11K ﹤0.01% 637

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 $3.38T AUM 44.17% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Mosaic Family Wealth's FFIV Position: Q4 2017 in Review

Mosaic Family Wealth sold out of F5 (FFIV) in Q4 2017, closing a stake of 35 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in FFIV in Q4 2015 and held it in 8 quarters. The position peaked at $5K in Q1 2017. 528 funds tracked by Wall St. Rank hold FFIV as of Q4 2017.

  • Mosaic Family Wealth reported no remaining F5 position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 35 F5 shares in Q4 2017, an estimated $4K.
  • Mosaic Family Wealth first reported a position in F5 in Q4 2015 and held it in 8 quarters.
  • Mosaic Family Wealth's F5 position peaked at $5K in Q1 2017.
  • 528 funds tracked by Wall St. Rank held F5 as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.