TCW Flexible Income ETF $FLXR is Francis Financial Inc.’s 3rd Largest Position

Francis Financial Inc. boosted its position in shares of TCW Flexible Income ETF (NYSEARCA:FLXR) by 11.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 926,037 shares of the company’s stock after buying an additional 91,712 shares during the period. TCW Flexible Income ETF accounts for about 7.2% of Francis Financial Inc.’s portfolio, making the stock its 3rd largest holding. Francis Financial Inc. owned 1.41% of TCW Flexible Income ETF worth $36,671,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. BlueStem Wealth Partners LLC boosted its holdings in TCW Flexible Income ETF by 17.1% in the third quarter. BlueStem Wealth Partners LLC now owns 394,823 shares of the company’s stock valued at $15,714,000 after purchasing an additional 57,682 shares during the last quarter. Weaver Capital Management LLC boosted its holdings in TCW Flexible Income ETF by 9.8% in the fourth quarter. Weaver Capital Management LLC now owns 510,726 shares of the company’s stock valued at $20,225,000 after purchasing an additional 45,635 shares during the last quarter. Envestnet Asset Management Inc. boosted its holdings in TCW Flexible Income ETF by 18.1% in the third quarter. Envestnet Asset Management Inc. now owns 1,234,435 shares of the company’s stock valued at $49,131,000 after purchasing an additional 189,577 shares during the last quarter. Mesirow Financial Investment Management Inc. boosted its holdings in TCW Flexible Income ETF by 101.7% in the third quarter. Mesirow Financial Investment Management Inc. now owns 84,165 shares of the company’s stock valued at $3,350,000 after purchasing an additional 42,441 shares during the last quarter. Finally, DeLarme Wealth Management Inc. purchased a new position in TCW Flexible Income ETF in the fourth quarter valued at about $887,000.

TCW Flexible Income ETF Price Performance

Shares of FLXR opened at $38.96 on Friday. TCW Flexible Income ETF has a one year low of $38.93 and a one year high of $39.97. The stock has a 50-day moving average price of $39.21 and a 200 day moving average price of $39.46.

TCW Flexible Income ETF Company Profile

The TCW Flexible Income ETF (FLXR) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed ETF that seeks to provide consistent income. The fund has the flexibility to invest across a wide spectrum of security type, credit quality and maturity profiles FLXR was launched on Nov 30, 2018 and is issued by TCW.