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Sheaff Brock Investment Advisors’s Five Below FIVE Stock Holding History

Sheaff Brock Investment Advisors’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
2017
Q3 		– Sell
-6,367
Closed -$314K – 585
2017
Q2 		$314K Buy
+6,367
New +$313K 0.04% 374

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Sheaff Brock Investment Advisors's FIVE Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of Five Below (FIVE) in Q3 2017, closing a stake of 6,367 shares — an estimated $314K sold.

Sheaff Brock Investment Advisors first reported a position in FIVE in Q2 2017 and held it in 1 quarter. The position peaked at $314K in Q2 2017. 275 funds tracked by Wall St. Rank hold FIVE as of Q3 2017.

  • Sheaff Brock Investment Advisors reported no remaining Five Below position as of Q3 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 6,367 Five Below shares in Q3 2017, an estimated $314K.
  • Sheaff Brock Investment Advisors first reported a position in Five Below in Q2 2017 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Five Below position peaked at $314K in Q2 2017.
  • 275 funds tracked by Wall St. Rank held Five Below as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.