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Avantax Planning Partners’s Flowserve FLS Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-162
Closed -$9K – 597
2018
Q3 		$9K Buy
+162
New +$7.84K ﹤0.01% 909
2018
Q2 		– Sell
-162
Closed -$7K – 653
2018
Q1 		$7K Buy
+162
New +$7.05K ﹤0.01% 1195

Other funds holding FLS

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Avantax Planning Partners's FLS Position: Q4 2018 in Review

Avantax Planning Partners sold out of Flowserve (FLS) in Q4 2018, closing a stake of 162 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in FLS in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 395 funds tracked by Wall St. Rank hold FLS as of Q4 2018.

  • Avantax Planning Partners reported no remaining Flowserve position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 162 Flowserve shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in Flowserve in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Flowserve position peaked at $9K in Q3 2018.
  • 395 funds tracked by Wall St. Rank held Flowserve as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.