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Gupta Wealth Management’s Flowserve FLS Stock Holding History

Gupta 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
2015
Q4 		– Sell
-21
Closed -$1K – 1286
2015
Q3 		$1K Sell
21
-3
-13% -$137 ﹤0.01% 1196
2015
Q2 		$1K Buy
24
+3
+14% +$167 ﹤0.01% 1197
2015
Q1 		$1K Buy
+21
New +$1.22K ﹤0.01% 1091

Other funds holding FLS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Gupta Wealth Management's FLS Position: Q4 2015 in Review

Gupta Wealth Management sold out of Flowserve (FLS) in Q4 2015, closing a stake of 21 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in FLS in Q1 2015 and held it in 3 quarters. The position peaked at $1K in Q3 2015. 399 funds tracked by Wall St. Rank hold FLS as of Q4 2015.

  • Gupta Wealth Management reported no remaining Flowserve position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 21 Flowserve shares in Q4 2015, an estimated $1K.
  • Gupta Wealth Management first reported a position in Flowserve in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Flowserve position peaked at $1K in Q3 2015.
  • 399 funds tracked by Wall St. Rank held Flowserve as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.