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JP Morgan Private Wealth Advisors’s Flowserve FLS Stock Holding History

JP Morgan Private 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
2018
Q4 		– Sell
-14,519
Closed -$794K – 1502
2018
Q3 		$794K Buy
+14,519
New +$703K ﹤0.01% 904
2018
Q1 		– Sell
-25,775
Closed -$1.09M – 1326
2017
Q4 		$1.09M Sell
25,775
-1,704
-6% -$71.3K 0.01% 635
2017
Q3 		$1.17M Sell
27,479
-5,568
-17% -$234K 0.01% 589
2017
Q2 		$1.53M Sell
33,047
-1,244
-4% -$60K 0.01% 519
2017
Q1 		$1.66M Sell
34,291
-1,283
-4% -$62.2K 0.01% 507
2016
Q4 		$1.71M Sell
35,574
-2,400
-6% -$111K 0.01% 470
2016
Q3 		$1.83M Sell
37,974
-1,850
-5% -$87.8K 0.02% 457
2016
Q2 		$1.8M Buy
39,824
+150
+0.4% +$7.02K 0.02% 463
2016
Q1 		$1.76M Sell
39,674
-963
-2% -$39.7K 0.02% 427
2015
Q4 		$1.71M Sell
40,637
-6,373
-14% -$281K 0.02% 403
2015
Q3 		$1.93M Buy
47,010
+1,662
+4% +$76.1K 0.02% 338
2015
Q2 		$2.39M Sell
45,348
-4,584
-9% -$256K 0.03% 336
2015
Q1 		$2.82M Buy
49,932
+4,111
+9% +$239K 0.03% 320
2014
Q4 		$2.74M Sell
45,821
-2,804
-6% -$178K 0.03% 329
2014
Q3 		$3.43M Buy
48,625
+2,184
+5% +$162K 0.04% 290
2014
Q2 		$3.45M Buy
46,441
+225
+0.5% +$17.1K 0.06% 237
2014
Q1 		$3.62M Buy
46,216
+28,893
+167% +$2.22M 0.07% 223
2013
Q4 		$1.37M Buy
+17,323
New +$1.2M 0.03% 303

Other funds holding FLS

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FLS Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Flowserve (FLS) in Q4 2018, closing a stake of 14,519 shares — an estimated $794K sold.

JP Morgan Private Wealth Advisors first reported a position in FLS in Q4 2013 and held it in 18 quarters. The position peaked at $3.62M in Q1 2014. 395 funds tracked by Wall St. Rank hold FLS as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Flowserve position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 14,519 Flowserve shares in Q4 2018, an estimated $794K.
  • JP Morgan Private Wealth Advisors first reported a position in Flowserve in Q4 2013 and held it in 18 quarters.
  • JP Morgan Private Wealth Advisors's Flowserve position peaked at $3.62M in Q1 2014.
  • 395 funds tracked by Wall St. Rank held Flowserve as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.