TWM
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Torch Wealth Management’s Flex FLEX Stock Holding History

Torch Wealth Management’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
Q2 		– Sell
-13,270
Closed -$121K – 98
2016
Q1 		$121K Buy
+13,270
New +$107K 0.09% 93

Other funds holding FLEX

Capital Research Global Investors
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Torch Wealth Management's FLEX Position: Q2 2016 in Review

Torch Wealth Management sold out of Flex (FLEX) in Q2 2016, closing a stake of 13,270 shares — an estimated $121K sold.

Torch Wealth Management first reported a position in FLEX in Q1 2016 and held it in 1 quarter. The position peaked at $121K in Q1 2016. 338 funds tracked by Wall St. Rank hold FLEX as of Q2 2016.

  • Torch Wealth Management reported no remaining Flex position as of Q2 2016 after selling out during the quarter.
  • Torch Wealth Management sold 13,270 Flex shares in Q2 2016, an estimated $121K.
  • Torch Wealth Management first reported a position in Flex in Q1 2016 and held it in 1 quarter.
  • Torch Wealth Management's Flex position peaked at $121K in Q1 2016.
  • 338 funds tracked by Wall St. Rank held Flex as of Q2 2016.

Based on Torch Wealth Management's 13F filing for Q2 2016, filed 22 Jul 2016.