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Eads & Heald Wealth Management’s Fluor FLR Stock Holding History

Eads & Heald Wealth Management’s Portfolio FLR Stock Details FLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-10,937
Closed -$463K – 132
2015
Q3 		$463K Sell
10,937
-745
-6% -$35K 0.33% 106
2015
Q2 		$619K Sell
11,682
-70
-0.6% -$4.04K 0.41% 99
2015
Q1 		$672K Sell
11,752
-680
-5% -$38.6K 0.43% 98
2014
Q4 		$754K Buy
+12,432
New +$786K 0.48% 86

Other funds holding FLR

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Eads & Heald Wealth Management's FLR Position: Q4 2015 in Review

Eads & Heald Wealth Management sold out of Fluor (FLR) in Q4 2015, closing a stake of 10,937 shares — an estimated $463K sold.

Eads & Heald Wealth Management first reported a position in FLR in Q4 2014 and held it in 4 quarters. The position peaked at $754K in Q4 2014. 522 funds tracked by Wall St. Rank hold FLR as of Q4 2015.

  • Eads & Heald Wealth Management reported no remaining Fluor position as of Q4 2015 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 10,937 Fluor shares in Q4 2015, an estimated $463K.
  • Eads & Heald Wealth Management first reported a position in Fluor in Q4 2014 and held it in 4 quarters.
  • Eads & Heald Wealth Management's Fluor position peaked at $754K in Q4 2014.
  • 522 funds tracked by Wall St. Rank held Fluor as of Q4 2015.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2015, filed 29 Jan 2016.