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Wealthcare Capital Management’s Five Below FIVE Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-48
Closed -$2K – 556
2015
Q1 		$2K Buy
+48
New +$1.6K ﹤0.01% 808

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wealthcare Capital Management's FIVE Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Five Below (FIVE) in Q2 2015, closing a stake of 48 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in FIVE in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 174 funds tracked by Wall St. Rank hold FIVE as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Five Below position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 48 Five Below shares in Q2 2015, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Five Below in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Five Below position peaked at $2K in Q1 2015.
  • 174 funds tracked by Wall St. Rank held Five Below as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.