MA
FIVN icon

MUFG Americas’s FIVE9 FIVN Stock Holding History

MUFG Americas’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-101
Closed -$3K – 901
2017
Q4 		$3K Sell
101
-207
-67% -$5.11K ﹤0.01% 925
2017
Q3 		$7K Hold
308
– – ﹤0.01% 905
2017
Q2 		$7K Buy
308
+198
+180% +$4.06K ﹤0.01% 894
2017
Q1 		$2K Hold
110
– – ﹤0.01% 1046
2016
Q4 		$2K Buy
+110
New +$1.59K ﹤0.01% 1015

Other funds holding FIVN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

MUFG Americas's FIVN Position: Q1 2018 in Review

MUFG Americas sold out of FIVE9 (FIVN) in Q1 2018, closing a stake of 101 shares — an estimated $3K sold.

MUFG Americas first reported a position in FIVN in Q4 2016 and held it in 5 quarters. The position peaked at $7K in Q3 2017. 183 funds tracked by Wall St. Rank hold FIVN as of Q1 2018.

  • MUFG Americas reported no remaining FIVE9 position as of Q1 2018 after selling out during the quarter.
  • MUFG Americas sold 101 FIVE9 shares in Q1 2018, an estimated $3K.
  • MUFG Americas first reported a position in FIVE9 in Q4 2016 and held it in 5 quarters.
  • MUFG Americas's FIVE9 position peaked at $7K in Q3 2017.
  • 183 funds tracked by Wall St. Rank held FIVE9 as of Q1 2018.

Based on MUFG Americas's 13F filing for Q1 2018, filed 7 May 2018.