WESPAC Advisors SoCal’s Flex FLEX Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-796	Closed	-$6K	–	164
2019 Q1	$6K	Buy	796 +663	+498%	+$4.74K	﹤0.01%	274
2018 Q4	$0	Hold	133	–	–	﹤0.01%	343
2018 Q3	$1K	Buy	+133	New	+$1.39K	﹤0.01%	292
2018 Q2	–	Sell	-133	Closed	-$1K	–	144
2018 Q1	$1K	Hold	133	–	–	﹤0.01%	256
2017 Q4	$1K	Hold	133	–	–	﹤0.01%	241
2017 Q3	$1K	Buy	+133	New	+$1.64K	﹤0.01%	252

Other funds holding FLEX

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

GCM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

WESPAC Advisors SoCal's FLEX Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Flex (FLEX) in Q2 2019, closing a stake of 796 shares — an estimated $6K sold.

WESPAC Advisors SoCal first reported a position in FLEX in Q3 2017 and held it in 6 quarters. The position peaked at $6K in Q1 2019. 322 funds tracked by Wall St. Rank hold FLEX as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Flex position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 796 Flex shares in Q2 2019, an estimated $6K.
WESPAC Advisors SoCal first reported a position in Flex in Q3 2017 and held it in 6 quarters.
WESPAC Advisors SoCal's Flex position peaked at $6K in Q1 2019.
322 funds tracked by Wall St. Rank held Flex as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.