AIA
FLS icon

Alera Investment Advisors’s Flowserve FLS Stock Holding History

Alera Investment Advisors’s Portfolio FLS Stock Details FLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-31
Closed -$1K – 407
2019
Q1 		$1K Buy
31
+24
+343% +$1.05K ﹤0.01% 954
2018
Q4 		$0 Buy
+7
New +$328 ﹤0.01% 1143

Other funds holding FLS

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alera Investment Advisors's FLS Position: Q2 2019 in Review

Alera Investment Advisors sold out of Flowserve (FLS) in Q2 2019, closing a stake of 31 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in FLS in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 376 funds tracked by Wall St. Rank hold FLS as of Q2 2019.

  • Alera Investment Advisors reported no remaining Flowserve position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 31 Flowserve shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Flowserve in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Flowserve position peaked at $1K in Q1 2019.
  • 376 funds tracked by Wall St. Rank held Flowserve as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.