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Freedom Investment Management’s Omega Flex OFLX Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-11,477
Closed -$747K – 1075
2018
Q1 		$747K Sell
11,477
-269
-2% -$16.8K 0.04% 468
2017
Q4 		$839K Buy
11,746
+636
+6% +$42.1K 0.04% 431
2017
Q3 		$798K Sell
11,110
-1,535
-12% -$96K 0.04% 416
2017
Q2 		$814K Sell
12,645
-308
-2% -$17.8K 0.05% 394
2017
Q1 		$619K Buy
12,953
+338
+3% +$16K 0.04% 460
2016
Q4 		$703K Buy
12,615
+1,395
+12% +$61K 0.04% 368
2016
Q3 		$433K Sell
11,220
-668
-6% -$24.5K 0.03% 498
2016
Q2 		$452K Buy
11,888
+136
+1% +$4.8K 0.03% 446
2016
Q1 		$409K Sell
11,752
-402
-3% -$12.9K 0.03% 465
2015
Q4 		$401K Buy
12,154
+3,164
+35% +$122K 0.03% 466
2015
Q3 		$300K Buy
8,990
+686
+8% +$23.3K 0.03% 477
2015
Q2 		$313K Sell
8,304
-336
-4% -$10.5K 0.03% 480
2015
Q1 		$217K Buy
8,640
+1,101
+15% +$34.1K 0.02% 569
2014
Q4 		$285K Buy
+7,539
New +$206K 0.04% 431

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedom Investment Management's OFLX Position: Q2 2018 in Review

Freedom Investment Management sold out of Omega Flex (OFLX) in Q2 2018, closing a stake of 11,477 shares — an estimated $747K sold.

Freedom Investment Management first reported a position in OFLX in Q4 2014 and held it in 14 quarters. The position peaked at $839K in Q4 2017. 58 funds tracked by Wall St. Rank hold OFLX as of Q2 2018.

  • Freedom Investment Management reported no remaining Omega Flex position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 11,477 Omega Flex shares in Q2 2018, an estimated $747K.
  • Freedom Investment Management first reported a position in Omega Flex in Q4 2014 and held it in 14 quarters.
  • Freedom Investment Management's Omega Flex position peaked at $839K in Q4 2017.
  • 58 funds tracked by Wall St. Rank held Omega Flex as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.