IHT Wealth Management’s Flex FLEX Stock Holding History

IHT 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
2018 Q2	–	Sell	-942	Closed	-$11K	–	753
2018 Q1	$11K	Hold	942	–	–	﹤0.01%	1154
2017 Q4	$13K	Buy	942 +351	+59%	+$4.75K	﹤0.01%	1112
2017 Q3	$8K	Hold	591	–	–	﹤0.01%	1002
2017 Q2	$154	Buy	591 +200	+51%	+$2.48K	0.07%	277
2017 Q1	$5K	Sell	391 -146	-27%	-$1.75K	﹤0.01%	950
2016 Q4	$6K	Buy	+537	New	+$5.74K	﹤0.01%	881

Other funds holding FLEX

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

IHT Wealth Management's FLEX Position: Q2 2018 in Review

IHT Wealth Management sold out of Flex (FLEX) in Q2 2018, closing a stake of 942 shares — an estimated $11K sold.

IHT Wealth Management first reported a position in FLEX in Q4 2016 and held it in 6 quarters. The position peaked at $13K in Q4 2017. 342 funds tracked by Wall St. Rank hold FLEX as of Q2 2018.

IHT Wealth Management reported no remaining Flex position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 942 Flex shares in Q2 2018, an estimated $11K.
IHT Wealth Management first reported a position in Flex in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Flex position peaked at $13K in Q4 2017.
342 funds tracked by Wall St. Rank held Flex as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.