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Destination Wealth Management’s Flex FLEX Stock Holding History

Destination Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-43,492
Closed -$371K – 153
2015
Q2 		$371K Buy
+43,492
New +$400K 0.02% 188

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Vanguard Group
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Franklin Resources
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Boston Partners
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SSM
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Destination Wealth Management's FLEX Position: Q3 2015 in Review

Destination Wealth Management sold out of Flex (FLEX) in Q3 2015, closing a stake of 43,492 shares — an estimated $371K sold.

Destination Wealth Management first reported a position in FLEX in Q2 2015 and held it in 1 quarter. The position peaked at $371K in Q2 2015. 283 funds tracked by Wall St. Rank hold FLEX as of Q3 2015.

  • Destination Wealth Management reported no remaining Flex position as of Q3 2015 after selling out during the quarter.
  • Destination Wealth Management sold 43,492 Flex shares in Q3 2015, an estimated $371K.
  • Destination Wealth Management first reported a position in Flex in Q2 2015 and held it in 1 quarter.
  • Destination Wealth Management's Flex position peaked at $371K in Q2 2015.
  • 283 funds tracked by Wall St. Rank held Flex as of Q3 2015.

Based on Destination Wealth Management's 13F filing for Q3 2015, filed 30 Oct 2015.