Integrated Wealth Management (Palm Desert)’s Flexsteel Industries FLXS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio FLXS Stock Details FLXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-714	Closed	-$37K	–	508
2016 Q3	$37K	Hold	714	–	–	0.01%	466
2016 Q2	$28K	Hold	714	–	–	0.01%	522
2016 Q1	$31K	Hold	714	–	–	0.01%	459
2015 Q4	$32K	Hold	714	–	–	0.01%	476
2015 Q3	$22K	Hold	714	–	–	0.01%	550
2015 Q2	$31K	Buy	714 +204	+40%	+$7.51K	0.01%	484
2015 Q1	$15K	Buy	+510	New	+$15.6K	0.01%	649

Other funds holding FLXS

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

AT Bancorp Dubuque, Iowa $823M AUM 17.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FLXS Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Flexsteel Industries (FLXS) in Q4 2016, closing a stake of 714 shares — an estimated $37K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FLXS in Q1 2015 and held it in 7 quarters. The position peaked at $37K in Q3 2016. 95 funds tracked by Wall St. Rank hold FLXS as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Flexsteel Industries position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 714 Flexsteel Industries shares in Q4 2016, an estimated $37K.
Integrated Wealth Management (Palm Desert) first reported a position in Flexsteel Industries in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Flexsteel Industries position peaked at $37K in Q3 2016.
95 funds tracked by Wall St. Rank held Flexsteel Industries as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.