GWM
FFIC

Geneos Wealth Management’s Flushing Financial FFIC Stock Holding History

Geneos Wealth Management’s Portfolio FFIC Stock Details FFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-80
Closed -$2K – 2083
2016
Q4 		$2K Hold
80
– – ﹤0.01% 1849
2016
Q3 		$1K Buy
+80
New +$1.78K ﹤0.01% 1873

Other funds holding FFIC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Geneos Wealth Management's FFIC Position: Q1 2017 in Review

Geneos Wealth Management sold out of Flushing Financial (FFIC) in Q1 2017, closing a stake of 80 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in FFIC in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 101 funds tracked by Wall St. Rank hold FFIC as of Q1 2017.

  • Geneos Wealth Management reported no remaining Flushing Financial position as of Q1 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 80 Flushing Financial shares in Q1 2017, an estimated $2K.
  • Geneos Wealth Management first reported a position in Flushing Financial in Q3 2016 and held it in 2 quarters.
  • Geneos Wealth Management's Flushing Financial position peaked at $2K in Q4 2016.
  • 101 funds tracked by Wall St. Rank held Flushing Financial as of Q1 2017.

Based on Geneos Wealth Management's 13F filing for Q1 2017, filed 7 Sep 2021.