Shepherd Kaplan Krochuk’s F5 FFIV Stock Holding History

Shepherd Kaplan Krochuk’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
2014 Q4	–	Sell	-2,339	Closed	-$278K	–	494
2014 Q3	$278K	Buy	+2,339	New	+$275K	0.04%	346

Other funds holding FFIV

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Shepherd Kaplan Krochuk's FFIV Position: Q4 2014 in Review

Shepherd Kaplan Krochuk sold out of F5 (FFIV) in Q4 2014, closing a stake of 2,339 shares — an estimated $278K sold.

Shepherd Kaplan Krochuk first reported a position in FFIV in Q3 2014 and held it in 1 quarter. The position peaked at $278K in Q3 2014. 557 funds tracked by Wall St. Rank hold FFIV as of Q4 2014.

Shepherd Kaplan Krochuk reported no remaining F5 position as of Q4 2014 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 2,339 F5 shares in Q4 2014, an estimated $278K.
Shepherd Kaplan Krochuk first reported a position in F5 in Q3 2014 and held it in 1 quarter.
Shepherd Kaplan Krochuk's F5 position peaked at $278K in Q3 2014.
557 funds tracked by Wall St. Rank held F5 as of Q4 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2014, filed 17 Feb 2015.