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NewEdge Advisors’s Omega Flex OFLX Stock Holding History

NewEdge Advisors’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-300
Closed -$20.2K – 871
2017
Q2 		$20.2K Buy
+300
New +$17.3K ﹤0.01% 736

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's OFLX Position: Q3 2017 in Review

NewEdge Advisors sold out of Omega Flex (OFLX) in Q3 2017, closing a stake of 300 shares — an estimated $20.2K sold.

NewEdge Advisors first reported a position in OFLX in Q2 2017 and held it in 1 quarter. The position peaked at $20.2K in Q2 2017. 54 funds tracked by Wall St. Rank hold OFLX as of Q3 2017.

  • NewEdge Advisors reported no remaining Omega Flex position as of Q3 2017 after selling out during the quarter.
  • NewEdge Advisors sold 300 Omega Flex shares in Q3 2017, an estimated $20.2K.
  • NewEdge Advisors first reported a position in Omega Flex in Q2 2017 and held it in 1 quarter.
  • NewEdge Advisors's Omega Flex position peaked at $20.2K in Q2 2017.
  • 54 funds tracked by Wall St. Rank held Omega Flex as of Q3 2017.

Based on NewEdge Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.