Patten Group’s FIVE9 FIVN Stock Holding History

Patten Group’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 Q4	–	Sell	-146	Closed	-$6K	–	621
2018 Q3	$6K	Hold	146	–	–	﹤0.01%	587
2018 Q2	$5K	Buy	+146	New	+$4.73K	﹤0.01%	583

Other funds holding FIVN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

WRF

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Patten Group's FIVN Position: Q4 2018 in Review

Patten Group sold out of FIVE9 (FIVN) in Q4 2018, closing a stake of 146 shares — an estimated $6K sold.

Patten Group first reported a position in FIVN in Q2 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 226 funds tracked by Wall St. Rank hold FIVN as of Q4 2018.

Patten Group reported no remaining FIVE9 position as of Q4 2018 after selling out during the quarter.
Patten Group sold 146 FIVE9 shares in Q4 2018, an estimated $6K.
Patten Group first reported a position in FIVE9 in Q2 2018 and held it in 2 quarters.
Patten Group's FIVE9 position peaked at $6K in Q3 2018.
226 funds tracked by Wall St. Rank held FIVE9 as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.