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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return