FWM
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Frontier Wealth Management’s Flex FLEX Stock Holding History

Frontier 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
Q1 		– Sell
-18,598
Closed -$157K – 316
2014
Q4 		$157K Buy
+18,598
New +$147K 0.03% 250

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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Frontier Wealth Management's FLEX Position: Q1 2015 in Review

Frontier Wealth Management sold out of Flex (FLEX) in Q1 2015, closing a stake of 18,598 shares — an estimated $157K sold.

Frontier Wealth Management first reported a position in FLEX in Q4 2014 and held it in 1 quarter. The position peaked at $157K in Q4 2014. 295 funds tracked by Wall St. Rank hold FLEX as of Q1 2015.

  • Frontier Wealth Management reported no remaining Flex position as of Q1 2015 after selling out during the quarter.
  • Frontier Wealth Management sold 18,598 Flex shares in Q1 2015, an estimated $157K.
  • Frontier Wealth Management first reported a position in Flex in Q4 2014 and held it in 1 quarter.
  • Frontier Wealth Management's Flex position peaked at $157K in Q4 2014.
  • 295 funds tracked by Wall St. Rank held Flex as of Q1 2015.

Based on Frontier Wealth Management's 13F filing for Q1 2015, filed 14 May 2015.