WFG Advisors’s Flex FLEX Stock Holding History

WFG 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
2017 Q2	$16K	Hold	1,327	–	–	﹤0.01%	1010
2017 Q1	$17K	Hold	1,327	–	–	﹤0.01%	921
2016 Q4	$14K	Hold	1,327	–	–	﹤0.01%	1021
2016 Q3	$14K	Sell	1,327 -69	-5%	-$670	﹤0.01%	1031
2016 Q2	$12K	Hold	1,396	–	–	﹤0.01%	1040
2016 Q1	$13K	Buy	1,396 +69	+5%	+$555	﹤0.01%	984
2015 Q4	$11K	Hold	1,327	–	–	﹤0.01%	1052
2015 Q3	$11K	Hold	1,327	–	–	﹤0.01%	1066
2015 Q2	$11K	Hold	1,327	–	–	﹤0.01%	1155
2015 Q1	$13K	Hold	1,327	–	–	﹤0.01%	1121
2014 Q4	$11K	Hold	1,327	–	–	﹤0.01%	1417
2014 Q3	$10K	Hold	1,327	–	–	﹤0.01%	1491
2014 Q2	$11K	Hold	1,327	–	–	﹤0.01%	1450
2014 Q1	$9K	Sell	1,327 -153	-10%	-$989	﹤0.01%	1486
2013 Q4	$9K	Hold	1,480	–	–	﹤0.01%	1607
2013 Q3	$10K	Sell	1,480 -862	-37%	-$5.68K	﹤0.01%	1513
2013 Q2	$14K	Buy	+2,342	New	+$12.7K	﹤0.01%	1344

Other funds holding FLEX

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WFG Advisors's FLEX Position: Q2 2017 in Review

WFG Advisors held its Flex (FLEX) position steady in Q2 2017 at 1,327 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

WFG Advisors first reported a position in FLEX in Q2 2013 and has held it in 17 quarters since. The position peaked at $17K in Q1 2017. 336 funds tracked by Wall St. Rank hold FLEX as of Q2 2017.

WFG Advisors held 1,327 shares of Flex worth $16K as of Q2 2017.
WFG Advisors left its Flex share count unchanged in Q2 2017.
Flex made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1010 holding.
WFG Advisors first reported a position in Flex in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Flex position peaked at $17K in Q1 2017.
336 funds tracked by Wall St. Rank held Flex as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.