Investment House LLC’s Flex FLEX Stock Holding History

Investment House LLC’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 Q4	–	Sell	-383,835	Closed	-$3.79M	–	179
2018 Q3	$3.79M	Sell	383,835 -7,132	-2%	-$74.7K	0.41%	66
2018 Q2	$4.16M	Buy	390,967 +13,236	+4%	+$149K	0.48%	59
2018 Q1	$4.65M	Buy	377,731 +16,455	+5%	+$225K	0.57%	56
2017 Q4	$4.9M	Buy	361,276 +3,782	+1%	+$51.1K	0.6%	56
2017 Q3	$4.46M	Buy	357,494 +44,289	+14%	+$546K	0.58%	56
2017 Q2	$3.85M	Buy	313,205 +14,000	+5%	+$173K	0.52%	64
2017 Q1	$3.79M	Buy	299,205 +730	+0.2%	+$8.74K	0.53%	65
2016 Q4	$3.23M	Buy	298,475 +3,781	+1%	+$40.4K	0.49%	68
2016 Q3	$3.02M	Buy	294,694 +3,053	+1%	+$29.6K	0.45%	70
2016 Q2	$2.59M	Buy	291,641 +30,189	+12%	+$281K	0.42%	77
2016 Q1	$2.38M	Buy	261,452 +177,818	+213%	+$1.43M	0.38%	79
2015 Q4	$707K	Buy	83,634 +62,103	+288%	+$525K	0.12%	108
2015 Q3	$171K	Buy	21,531 +1,659	+8%	+$13.5K	0.03%	156
2015 Q2	$169K	Buy	+19,872	New	+$183K	0.03%	162

Other funds holding FLEX

Primecap Management

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

Wellington Management Group

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

Janus Henderson Group

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

Victory Capital Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Boston Partners

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return