EWM
FLS icon

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 $12.5B AUM 31.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return