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Virtus Fund Advisers’s FIVE9 FIVN Stock Holding History

Virtus Fund Advisers’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
2017
Q4 		$181K Sell
7,273
-617
-8% -$15.2K ﹤0.01% 487
2017
Q3 		$189K Buy
+7,890
New +$171K ﹤0.01% 371
2014
Q3 		– Sell
-1,040
Closed -$7K – 1428
2014
Q2 		$7K Buy
+1,040
New +$7.31K ﹤0.01% 2807

Other funds holding FIVN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Virtus Fund Advisers's FIVN Position: Q4 2017 in Review

Virtus Fund Advisers reduced its FIVE9 (FIVN) stake by 7.8% in Q4 2017, selling an estimated $15.2K and leaving 7,273 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Virtus Fund Advisers first reported a position in FIVN in Q2 2014 and has held it in 3 quarters since. The position peaked at $189K in Q3 2017. 159 funds tracked by Wall St. Rank hold FIVN as of Q4 2017.

  • Virtus Fund Advisers held 7,273 shares of FIVE9 worth $181K as of Q4 2017.
  • Virtus Fund Advisers sold 617 FIVE9 shares in Q4 2017, an estimated $15.2K.
  • FIVE9 made up ﹤0.01% of Virtus Fund Advisers's portfolio in Q4 2017, its #487 holding.
  • Virtus Fund Advisers first reported a position in FIVE9 in Q2 2014 and has held it in 3 quarters since.
  • Virtus Fund Advisers's FIVE9 position peaked at $189K in Q3 2017.
  • 159 funds tracked by Wall St. Rank held FIVE9 as of Q4 2017.

Based on Virtus Fund Advisers's 13F filing for Q4 2017, filed 9 Feb 2018.