Simply Money Advisors’s Flex FLEX Stock Holding History

Simply Money 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
2013 Q3	–	Sell	-656	Closed	-$4K	–	208
2013 Q2	$4K	Buy	+656	New	+$3.56K	﹤0.01%	286

Other funds holding FLEX

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simply Money Advisors's FLEX Position: Q3 2013 in Review

Simply Money Advisors sold out of Flex (FLEX) in Q3 2013, closing a stake of 656 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in FLEX in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 267 funds tracked by Wall St. Rank hold FLEX as of Q3 2013.

Simply Money Advisors reported no remaining Flex position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 656 Flex shares in Q3 2013, an estimated $4K.
Simply Money Advisors first reported a position in Flex in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Flex position peaked at $4K in Q2 2013.
267 funds tracked by Wall St. Rank held Flex as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.