SIG
FIVN icon

Stanford Investment Group’s FIVE9 FIVN Stock Holding History

Stanford Investment 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
2015
Q4 		– Sell
-1,000
Closed -$4K – 334
2015
Q3 		$4K Sell
1,000
-1,500
-60% -$6.78K ﹤0.01% 313
2015
Q2 		$13K Hold
2,500
– – 0.01% 267
2015
Q1 		$14K Hold
2,500
– – 0.01% 263
2014
Q4 		$11K Buy
+2,500
New +$11.6K 0.01% 281

Other funds holding FIVN

ASP
Adams Street Partners Chicago, Illinois $260M AUM 30.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SVGI
Sapphire Ventures (GPE) I Palo Alto, California $115M AUM 11.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stanford Investment Group's FIVN Position: Q4 2015 in Review

Stanford Investment Group sold out of FIVE9 (FIVN) in Q4 2015, closing a stake of 1,000 shares — an estimated $4K sold.

Stanford Investment Group first reported a position in FIVN in Q4 2014 and held it in 4 quarters. The position peaked at $14K in Q1 2015. 81 funds tracked by Wall St. Rank hold FIVN as of Q4 2015.

  • Stanford Investment Group reported no remaining FIVE9 position as of Q4 2015 after selling out during the quarter.
  • Stanford Investment Group sold 1,000 FIVE9 shares in Q4 2015, an estimated $4K.
  • Stanford Investment Group first reported a position in FIVE9 in Q4 2014 and held it in 4 quarters.
  • Stanford Investment Group's FIVE9 position peaked at $14K in Q1 2015.
  • 81 funds tracked by Wall St. Rank held FIVE9 as of Q4 2015.

Based on Stanford Investment Group's 13F filing for Q4 2015, filed 10 Nov 2016.