LWM
FLS icon

Lenox Wealth Management’s Flowserve FLS Stock Holding History

Lenox 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
2017
Q4 		– Sell
-105
Closed -$4K – 491
2017
Q3 		$4K Hold
105
– – ﹤0.01% 447
2017
Q2 		$5K Buy
+105
New +$5.06K ﹤0.01% 423

Other funds holding FLS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Lenox Wealth Management's FLS Position: Q4 2017 in Review

Lenox Wealth Management sold out of Flowserve (FLS) in Q4 2017, closing a stake of 105 shares — an estimated $4K sold.

Lenox Wealth Management first reported a position in FLS in Q2 2017 and held it in 2 quarters. The position peaked at $5K in Q2 2017. 373 funds tracked by Wall St. Rank hold FLS as of Q4 2017.

  • Lenox Wealth Management reported no remaining Flowserve position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 105 Flowserve shares in Q4 2017, an estimated $4K.
  • Lenox Wealth Management first reported a position in Flowserve in Q2 2017 and held it in 2 quarters.
  • Lenox Wealth Management's Flowserve position peaked at $5K in Q2 2017.
  • 373 funds tracked by Wall St. Rank held Flowserve as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.