Kaizen Advisory’s Flowserve FLS Stock Holding History

Kaizen Advisory’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	$15K	Buy	392 +118	+43%	+$5.52K	0.01%	540
2018 Q3	$15K	Hold	274	–	–	0.01%	550
2018 Q2	$11K	Buy	274 +160	+140%	+$6.97K	0.01%	568
2018 Q1	$5K	Hold	114	–	–	﹤0.01%	561
2017 Q4	$5K	Buy	+114	New	+$4.77K	﹤0.01%	553

Other funds holding FLS

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kaizen Advisory's FLS Position: Q4 2018 in Review

Kaizen Advisory increased its Flowserve (FLS) stake by 43% in Q4 2018, buying an estimated $5.52K and bringing the position to 392 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #540.

Kaizen Advisory first reported a position in FLS in Q4 2017 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold FLS as of Q4 2018.

Kaizen Advisory held 392 shares of Flowserve worth $15K as of Q4 2018.
Kaizen Advisory bought 118 Flowserve shares in Q4 2018, an estimated $5.52K.
Flowserve made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #540 holding.
Kaizen Advisory first reported a position in Flowserve in Q4 2017 and has held it in 5 quarters since.
394 funds tracked by Wall St. Rank held Flowserve as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.