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Moneta Group Investment Advisors’s Flowserve FLS Stock Holding History

Moneta Group Investment 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
Q2 		– Sell
-198
Closed -$9K – 471
2018
Q1 		$9K Hold
198
– – ﹤0.01% 473
2017
Q4 		$8K Buy
+198
New +$8.29K ﹤0.01% 356

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Moneta Group Investment Advisors's FLS Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Flowserve (FLS) in Q2 2018, closing a stake of 198 shares — an estimated $9K sold.

Moneta Group Investment Advisors first reported a position in FLS in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 369 funds tracked by Wall St. Rank hold FLS as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Flowserve position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 198 Flowserve shares in Q2 2018, an estimated $9K.
  • Moneta Group Investment Advisors first reported a position in Flowserve in Q4 2017 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Flowserve position peaked at $9K in Q1 2018.
  • 369 funds tracked by Wall St. Rank held Flowserve as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.