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WFG Advisors’s F5 FFIV Stock Holding History

WFG 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
2017
Q2 		$68K Hold
532
– – 0.02% 626
2017
Q1 		$76K Sell
532
-200
-27% -$28.5K 0.02% 560
2016
Q4 		$106K Buy
732
+200
+38% +$27.1K 0.03% 509
2016
Q3 		$66K Hold
532
– – 0.02% 636
2016
Q2 		$61K Hold
532
– – 0.02% 636
2016
Q1 		$56K Buy
532
+62
+13% +$5.94K 0.02% 635
2015
Q4 		$46K Buy
+470
New +$50.8K 0.01% 682
2015
Q1 		– Sell
-600
Closed -$78K – 1872
2014
Q4 		$78K Hold
600
– – 0.02% 720
2014
Q3 		$71K Buy
+600
New +$70.5K 0.01% 791
2014
Q1 		– Sell
-100
Closed -$9K – 2056
2013
Q4 		$9K Hold
100
– – ﹤0.01% 1606
2013
Q3 		$9K Hold
100
– – ﹤0.01% 1553
2013
Q2 		$7K Buy
+100
New +$7.7K ﹤0.01% 1563

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WFG Advisors's FFIV Position: Q2 2017 in Review

WFG Advisors held its F5 (FFIV) position steady in Q2 2017 at 532 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #626.

WFG Advisors first reported a position in FFIV in Q2 2013 and has held it in 12 quarters since. The position peaked at $106K in Q4 2016. 534 funds tracked by Wall St. Rank hold FFIV as of Q2 2017.

  • WFG Advisors held 532 shares of F5 worth $68K as of Q2 2017.
  • WFG Advisors left its F5 share count unchanged in Q2 2017.
  • F5 made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #626 holding.
  • WFG Advisors first reported a position in F5 in Q2 2013 and has held it in 12 quarters since.
  • WFG Advisors's F5 position peaked at $106K in Q4 2016.
  • 534 funds tracked by Wall St. Rank held F5 as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.