MGIA
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Moneta Group Investment Advisors’s Flex FLEX Stock Holding History

Moneta Group Investment Advisors’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
-6,436
Closed -$79K – 470
2018
Q1 		$79K Buy
+6,436
New +$87.8K 0.01% 276

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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
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
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

Moneta Group Investment Advisors's FLEX Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Flex (FLEX) in Q2 2018, closing a stake of 6,436 shares — an estimated $79K sold.

Moneta Group Investment Advisors first reported a position in FLEX in Q1 2018 and held it in 1 quarter. The position peaked at $79K in Q1 2018. 342 funds tracked by Wall St. Rank hold FLEX as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Flex position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 6,436 Flex shares in Q2 2018, an estimated $79K.
  • Moneta Group Investment Advisors first reported a position in Flex in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Flex position peaked at $79K in Q1 2018.
  • 342 funds tracked by Wall St. Rank held Flex as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.