MWP
FLEX icon

MYCIO Wealth Partners’s Flex FLEX Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-133
Closed -$1K – 373
2016
Q3 		$1K Hold
133
– – ﹤0.01% 806
2016
Q2 		$1K Hold
133
– – ﹤0.01% 1002
2016
Q1 		$1K Hold
133
– – ﹤0.01% 767
2015
Q4 		$1K Hold
133
– – ﹤0.01% 697
2015
Q3 		$1K Hold
133
– – ﹤0.01% 807
2015
Q2 		$1K Hold
133
– – ﹤0.01% 673
2015
Q1 		$1K Hold
133
– – ﹤0.01% 633
2014
Q4 		$1K Hold
133
– – ﹤0.01% 604
2014
Q3 		$1K Hold
133
– – ﹤0.01% 599
2014
Q2 		$1K Hold
133
– – ﹤0.01% 608
2014
Q1 		$1K Hold
133
– – ﹤0.01% 601
2013
Q4 		$1K Hold
133
– – ﹤0.01% 564
2013
Q3 		$1K Hold
133
– – ﹤0.01% 512
2013
Q2 		$1K Buy
+133
New +$722 ﹤0.01% 526

Other funds holding FLEX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return