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MYCIO Wealth Partners’s Five Below FIVE Stock Holding History

MYCIO Wealth Partners’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$8K – 371
2016
Q3 		$8K Hold
200
– – ﹤0.01% 596
2016
Q2 		$9K Hold
200
– – ﹤0.01% 573
2016
Q1 		$8K Hold
200
– – ﹤0.01% 546
2015
Q4 		$6K Buy
200
+40
+25% +$1.28K ﹤0.01% 583
2015
Q3 		$5K Buy
160
+80
+100% +$2.91K ﹤0.01% 658
2015
Q2 		$3K Buy
+80
New +$2.9K ﹤0.01% 628

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

MYCIO Wealth Partners's FIVE Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Five Below (FIVE) in Q4 2016, closing a stake of 200 shares — an estimated $8K sold.

MYCIO Wealth Partners first reported a position in FIVE in Q2 2015 and held it in 6 quarters. The position peaked at $9K in Q2 2016. 237 funds tracked by Wall St. Rank hold FIVE as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Five Below position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 200 Five Below shares in Q4 2016, an estimated $8K.
  • MYCIO Wealth Partners first reported a position in Five Below in Q2 2015 and held it in 6 quarters.
  • MYCIO Wealth Partners's Five Below position peaked at $9K in Q2 2016.
  • 237 funds tracked by Wall St. Rank held Five Below as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.