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Regal Investment Advisors’s Flex FLEX Stock Holding History

Regal 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
2015
Q3 		– Sell
-1,327
Closed -$11K – 1064
2015
Q2 		$11K Hold
1,327
– – ﹤0.01% 640
2015
Q1 		$13K Buy
+1,327
New +$11.6K ﹤0.01% 639

Other funds holding FLEX

GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Regal Investment Advisors's FLEX Position: Q3 2015 in Review

Regal Investment Advisors sold out of Flex (FLEX) in Q3 2015, closing a stake of 1,327 shares — an estimated $11K sold.

Regal Investment Advisors first reported a position in FLEX in Q1 2015 and held it in 2 quarters. The position peaked at $13K in Q1 2015. 283 funds tracked by Wall St. Rank hold FLEX as of Q3 2015.

  • Regal Investment Advisors reported no remaining Flex position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,327 Flex shares in Q3 2015, an estimated $11K.
  • Regal Investment Advisors first reported a position in Flex in Q1 2015 and held it in 2 quarters.
  • Regal Investment Advisors's Flex position peaked at $13K in Q1 2015.
  • 283 funds tracked by Wall St. Rank held Flex as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.