Obermeyer Wealth Partners’s F5 FFIV Stock Holding History

Obermeyer Wealth Partners’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
2013 Q3	–	Sell	-165	Closed	-$11K	–	145
2013 Q2	$11K	Buy	+165	New	+$12.7K	﹤0.01%	259

Other funds holding FFIV

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Obermeyer Wealth Partners's FFIV Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of F5 (FFIV) in Q3 2013, closing a stake of 165 shares — an estimated $11K sold.

Obermeyer Wealth Partners first reported a position in FFIV in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 417 funds tracked by Wall St. Rank hold FFIV as of Q3 2013.

Obermeyer Wealth Partners reported no remaining F5 position as of Q3 2013 after selling out during the quarter.
Obermeyer Wealth Partners sold 165 F5 shares in Q3 2013, an estimated $11K.
Obermeyer Wealth Partners first reported a position in F5 in Q2 2013 and held it in 1 quarter.
Obermeyer Wealth Partners's F5 position peaked at $11K in Q2 2013.
417 funds tracked by Wall St. Rank held F5 as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.