EWM
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Evercore Wealth Management’s Flowserve FLS Stock Holding History

Evercore Wealth Management’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
Q1 		– Sell
-1,443
Closed -$61K – 508
2017
Q4 		$61K Sell
1,443
-123
-8% -$5.15K ﹤0.01% 552
2017
Q3 		$67K Sell
1,566
-1,027
-40% -$43.2K ﹤0.01% 536
2017
Q2 		$120K Buy
2,593
+756
+41% +$36.5K ﹤0.01% 436
2017
Q1 		$89K Buy
1,837
+130
+8% +$6.3K ﹤0.01% 501
2016
Q4 		$82K Buy
1,707
+41
+2% +$1.9K ﹤0.01% 531
2016
Q3 		$81K Sell
1,666
-3
-0.2% -$142 ﹤0.01% 515
2016
Q2 		$75K Sell
1,669
-675
-29% -$31.6K ﹤0.01% 507
2016
Q1 		$104K Buy
2,344
+662
+39% +$27.3K ﹤0.01% 450
2015
Q4 		$71K Buy
1,682
+872
+108% +$38.5K ﹤0.01% 532
2015
Q3 		$32K Sell
810
-940
-54% -$43K ﹤0.01% 659
2015
Q2 		$93K Sell
1,750
-88
-5% -$4.91K ﹤0.01% 533
2015
Q1 		$103K Sell
1,838
-500
-21% -$29K ﹤0.01% 524
2014
Q4 		$140K Hold
2,338
– – 0.01% 411
2014
Q3 		$165K Buy
2,338
+300
+15% +$22.2K 0.01% 431
2014
Q2 		$152K Buy
2,038
+388
+24% +$29.4K 0.01% 438
2014
Q1 		$129K Buy
+1,650
New +$127K 0.01% 436
2013
Q4 		– Sell
-26,000
Closed -$1.62M – 894
2013
Q3 		$1.62M Hold
26,000
– – 0.09% 177
2013
Q2 		$1.4M Buy
+26,000
New +$1.41M 0.08% 182

Other funds holding FLS

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Evercore Wealth Management sold out of Flowserve (FLS) in Q1 2018, closing a stake of 1,443 shares — an estimated $61K sold.

Evercore Wealth Management first reported a position in FLS in Q2 2013 and held it in 18 quarters. The position peaked at $1.62M in Q3 2013. 378 funds tracked by Wall St. Rank hold FLS as of Q1 2018.

  • Evercore Wealth Management reported no remaining Flowserve position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 1,443 Flowserve shares in Q1 2018, an estimated $61K.
  • Evercore Wealth Management first reported a position in Flowserve in Q2 2013 and held it in 18 quarters.
  • Evercore Wealth Management's Flowserve position peaked at $1.62M in Q3 2013.
  • 378 funds tracked by Wall St. Rank held Flowserve as of Q1 2018.

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