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Heritage Wealth Advisors’s Flowserve FLS Stock Holding History

Heritage Wealth Advisors’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
2019
Q3 		– Sell
-355
Closed -$18.7K – 443
2019
Q2 		$18.7K Hold
355
– – ﹤0.01% 341
2019
Q1 		$16K Hold
355
– – ﹤0.01% 325
2018
Q4 		$13K Hold
355
– – ﹤0.01% 293
2018
Q3 		$19K Buy
+355
New +$17.2K ﹤0.01% 265

Other funds holding FLS

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Heritage Wealth Advisors's FLS Position: Q3 2019 in Review

Heritage Wealth Advisors sold out of Flowserve (FLS) in Q3 2019, closing a stake of 355 shares — an estimated $18.7K sold.

Heritage Wealth Advisors first reported a position in FLS in Q3 2018 and held it in 4 quarters. The position peaked at $19K in Q3 2018. 357 funds tracked by Wall St. Rank hold FLS as of Q3 2019.

  • Heritage Wealth Advisors reported no remaining Flowserve position as of Q3 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 355 Flowserve shares in Q3 2019, an estimated $18.7K.
  • Heritage Wealth Advisors first reported a position in Flowserve in Q3 2018 and held it in 4 quarters.
  • Heritage Wealth Advisors's Flowserve position peaked at $19K in Q3 2018.
  • 357 funds tracked by Wall St. Rank held Flowserve as of Q3 2019.

Based on Heritage Wealth Advisors's 13F filing for Q3 2019, filed 30 Oct 2019.