MA
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Mutual Advisors’s Flex FLEX Stock Holding History

Mutual 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
2020
Q4 		– Sell
-79,806
Closed -$670K – 745
2020
Q3 		$670K Sell
79,806
-46
-0.1% -$375 0.06% 348
2020
Q2 		$617K Buy
79,852
+46
+0.1% +$331 0.06% 335
2020
Q1 		$504K Sell
79,806
-44,892
-36% -$388K 0.07% 289
2019
Q4 		$1.19M Hold
124,698
– – 0.13% 197
2019
Q3 		$983K Hold
124,698
– – 0.13% 196
2019
Q2 		$899K Hold
124,698
– – 0.12% 220
2019
Q1 		$940K Hold
124,698
– – 0.14% 182
2018
Q4 		$715K Buy
124,698
+26,500
+27% +$185K 0.14% 181
2018
Q3 		$971K Hold
98,198
– – 0.15% 172
2018
Q2 		$1.04M Hold
98,198
– – 0.24% 132
2018
Q1 		$1.21M Buy
+98,198
New +$1.34M 0.31% 105

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return