RWJF
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Robert Wood Johnson Foundation’s FIVE9 FIVN Stock Holding History

Robert Wood Johnson Foundation’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
2016
Q3 		– Sell
-126,272
Closed -$1.5M – 3
2016
Q2 		$1.5M Buy
+126,272
New +$1.28M 0.1% 2

Other funds holding FIVN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ASP
Adams Street Partners Chicago, Illinois $260M AUM 30.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SVGI
Sapphire Ventures (GPE) I Palo Alto, California $115M AUM 11.63% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Robert Wood Johnson Foundation's FIVN Position: Q3 2016 in Review

Robert Wood Johnson Foundation sold out of FIVE9 (FIVN) in Q3 2016, closing a stake of 126,272 shares — an estimated $1.5M sold.

Robert Wood Johnson Foundation first reported a position in FIVN in Q2 2016 and held it in 1 quarter. The position peaked at $1.5M in Q2 2016. 140 funds tracked by Wall St. Rank hold FIVN as of Q3 2016.

  • Robert Wood Johnson Foundation reported no remaining FIVE9 position as of Q3 2016 after selling out during the quarter.
  • Robert Wood Johnson Foundation sold 126,272 FIVE9 shares in Q3 2016, an estimated $1.5M.
  • Robert Wood Johnson Foundation first reported a position in FIVE9 in Q2 2016 and held it in 1 quarter.
  • Robert Wood Johnson Foundation's FIVE9 position peaked at $1.5M in Q2 2016.
  • 140 funds tracked by Wall St. Rank held FIVE9 as of Q3 2016.

Based on Robert Wood Johnson Foundation's 13F filing for Q3 2016, filed 31 Oct 2016.