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Union Point Advisors’s F5 FFIV Stock Holding History

Union Point Advisors’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
Q2 		– Sell
-71,000
Closed -$7.57M – 39
2014
Q1 		$7.57M Buy
+71,000
New +$7.51M 3.47% 15

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Union Point Advisors's FFIV Position: Q4 2013 in Review

Union Point Advisors sold out of F5 (FFIV) in Q4 2013, closing a stake of 30,101 shares — an estimated $2.58M sold.

Union Point Advisors first reported a position in FFIV in Q3 2013 and held it in 1 quarter. The position peaked at $2.58M in Q3 2013. 447 funds tracked by Wall St. Rank hold FFIV as of Q4 2013.

  • Union Point Advisors reported no remaining F5 position as of Q4 2013 after selling out during the quarter.
  • Union Point Advisors sold 30,101 F5 shares in Q4 2013, an estimated $2.58M.
  • Union Point Advisors first reported a position in F5 in Q3 2013 and held it in 1 quarter.
  • Union Point Advisors's F5 position peaked at $2.58M in Q3 2013.
  • 447 funds tracked by Wall St. Rank held F5 as of Q4 2013.

Based on Union Point Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.