Whitney & Co’s FIVE9 FIVN Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-30	Closed	-$1K	–	224
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	502
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	309
2018 Q1	$1K	Buy	+30	New	+$822	﹤0.01%	299

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Whitney & Co's FIVN Position: Q4 2018 in Review

Whitney & Co sold out of FIVE9 (FIVN) in Q4 2018, closing a stake of 30 shares — an estimated $1K sold.

Whitney & Co first reported a position in FIVN in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 226 funds tracked by Wall St. Rank hold FIVN as of Q4 2018.

Whitney & Co reported no remaining FIVE9 position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 30 FIVE9 shares in Q4 2018, an estimated $1K.
Whitney & Co first reported a position in FIVE9 in Q1 2018 and held it in 3 quarters.
Whitney & Co's FIVE9 position peaked at $1K in Q3 2018.
226 funds tracked by Wall St. Rank held FIVE9 as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.