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Legacy Financial Advisors’s Flowserve FLS Stock Holding History

Legacy Financial 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
Q2 		– Sell
-20
Closed -$1K – 399
2019
Q1 		$1K Buy
20
+5
+33% +$218 ﹤0.01% 969
2018
Q4 		$1K Sell
15
-3
-17% -$140 ﹤0.01% 900
2018
Q3 		$0 Hold
18
– – ﹤0.01% 902
2018
Q2 		$1K Buy
+18
New +$784 ﹤0.01% 865

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Legacy Financial Advisors's FLS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Flowserve (FLS) in Q2 2019, closing a stake of 20 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in FLS in Q2 2018 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 376 funds tracked by Wall St. Rank hold FLS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Flowserve position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 20 Flowserve shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Flowserve in Q2 2018 and held it in 4 quarters.
  • Legacy Financial Advisors's Flowserve position peaked at $1K in Q1 2019.
  • 376 funds tracked by Wall St. Rank held Flowserve as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.