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Evercore Wealth Management’s Fluor FLR Stock Holding History

Evercore 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
2018
Q1 		– Sell
-228
Closed -$12K – 507
2017
Q4 		$12K Hold
228
– – ﹤0.01% 788
2017
Q3 		$10K Sell
228
-70
-23% -$2.9K ﹤0.01% 792
2017
Q2 		$14K Sell
298
-216
-42% -$10.3K ﹤0.01% 769
2017
Q1 		$27K Buy
514
+85
+20% +$4.64K ﹤0.01% 704
2016
Q4 		$23K Buy
429
+41
+11% +$2.13K ﹤0.01% 732
2016
Q3 		$20K Sell
388
-3
-0.8% -$155 ﹤0.01% 768
2016
Q2 		$19K Hold
391
– – ﹤0.01% 762
2016
Q1 		$21K Buy
391
+50
+15% +$2.35K ﹤0.01% 713
2015
Q4 		$16K Buy
341
+274
+409% +$12.9K ﹤0.01% 798
2015
Q3 		$3K Sell
67
-128
-66% -$6K ﹤0.01% 908
2015
Q2 		$10K Sell
195
-99
-34% -$5.72K ﹤0.01% 907
2015
Q1 		$17K Hold
294
– – ﹤0.01% 810
2014
Q4 		$18K Hold
294
– – ﹤0.01% 677
2014
Q3 		$20K Buy
294
+195
+197% +$14.3K ﹤0.01% 737
2014
Q2 		$8K Sell
99
-401
-80% -$30.6K ﹤0.01% 859
2014
Q1 		$39K Buy
+500
New +$39K ﹤0.01% 633
2013
Q4 		– Sell
-125
Closed -$9K – 893
2013
Q3 		$9K Buy
+125
New +$8.1K ﹤0.01% 764

Other funds holding FLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AC
Ashler Capital Chicago, Illinois $1.34B AUM 12.59% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Evercore Wealth Management's FLR Position: Q1 2018 in Review

Evercore Wealth Management sold out of Fluor (FLR) in Q1 2018, closing a stake of 228 shares — an estimated $12K sold.

Evercore Wealth Management first reported a position in FLR in Q3 2013 and held it in 17 quarters. The position peaked at $39K in Q1 2014. 495 funds tracked by Wall St. Rank hold FLR as of Q1 2018.

  • Evercore Wealth Management reported no remaining Fluor position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 228 Fluor shares in Q1 2018, an estimated $12K.
  • Evercore Wealth Management first reported a position in Fluor in Q3 2013 and held it in 17 quarters.
  • Evercore Wealth Management's Fluor position peaked at $39K in Q1 2014.
  • 495 funds tracked by Wall St. Rank held Fluor as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.