MWM
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MinichMacGregor Wealth Management’s Flowserve FLS Stock Holding History

MinichMacGregor 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
2019
Q1 		– Sell
-9,339
Closed -$398K – 74
2018
Q4 		$398K Buy
+9,339
New +$437K 0.27% 74

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MinichMacGregor Wealth Management's FLS Position: Q1 2019 in Review

MinichMacGregor Wealth Management sold out of Flowserve (FLS) in Q1 2019, closing a stake of 9,339 shares — an estimated $398K sold.

MinichMacGregor Wealth Management first reported a position in FLS in Q4 2018 and held it in 1 quarter. The position peaked at $398K in Q4 2018. 379 funds tracked by Wall St. Rank hold FLS as of Q1 2019.

  • MinichMacGregor Wealth Management reported no remaining Flowserve position as of Q1 2019 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 9,339 Flowserve shares in Q1 2019, an estimated $398K.
  • MinichMacGregor Wealth Management first reported a position in Flowserve in Q4 2018 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Flowserve position peaked at $398K in Q4 2018.
  • 379 funds tracked by Wall St. Rank held Flowserve as of Q1 2019.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2019, filed 16 Apr 2019.