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American Portfolios Advisors’s Omega Flex OFLX Stock Holding History

American Portfolios Advisors’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-103
Closed -$7.33K – 2523
2018
Q3 		$7.33K Hold
103
– – ﹤0.01% 1854
2018
Q2 		$8.15K Buy
+103
New +$7.17K ﹤0.01% 1802

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Portfolios Advisors's OFLX Position: Q4 2018 in Review

American Portfolios Advisors sold out of Omega Flex (OFLX) in Q4 2018, closing a stake of 103 shares — an estimated $7.33K sold.

American Portfolios Advisors first reported a position in OFLX in Q2 2018 and held it in 2 quarters. The position peaked at $8.15K in Q2 2018. 59 funds tracked by Wall St. Rank hold OFLX as of Q4 2018.

  • American Portfolios Advisors reported no remaining Omega Flex position as of Q4 2018 after selling out during the quarter.
  • American Portfolios Advisors sold 103 Omega Flex shares in Q4 2018, an estimated $7.33K.
  • American Portfolios Advisors first reported a position in Omega Flex in Q2 2018 and held it in 2 quarters.
  • American Portfolios Advisors's Omega Flex position peaked at $8.15K in Q2 2018.
  • 59 funds tracked by Wall St. Rank held Omega Flex as of Q4 2018.

Based on American Portfolios Advisors's 13F filing for Q4 2018, filed 24 Mar 2023.