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Paloma Partners’s Omega Flex OFLX Stock Holding History

Paloma Partners’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
2020
Q1 		– Sell
-3,500
Closed -$376K – 1828
2019
Q4 		$376K Buy
+3,500
New +$341K 0.01% 1597
2019
Q3 		– Sell
-2,605
Closed -$200K – 2181
2019
Q2 		$200K Buy
+2,605
New +$219K ﹤0.01% 1543

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
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Paloma Partners's OFLX Position: Q1 2020 in Review

Paloma Partners sold out of Omega Flex (OFLX) in Q1 2020, closing a stake of 3,500 shares — an estimated $376K sold.

Paloma Partners first reported a position in OFLX in Q2 2019 and held it in 2 quarters. The position peaked at $376K in Q4 2019. 66 funds tracked by Wall St. Rank hold OFLX as of Q1 2020.

  • Paloma Partners reported no remaining Omega Flex position as of Q1 2020 after selling out during the quarter.
  • Paloma Partners sold 3,500 Omega Flex shares in Q1 2020, an estimated $376K.
  • Paloma Partners first reported a position in Omega Flex in Q2 2019 and held it in 2 quarters.
  • Paloma Partners's Omega Flex position peaked at $376K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held Omega Flex as of Q1 2020.

Based on Paloma Partners's 13F filing for Q1 2020, filed 15 May 2020.