Polaris Wealth Advisory Group’s Fluor FLR Stock Holding History

Polaris Wealth Advisory Group’s Portfolio FLR Stock Details FLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-5,676	Closed	-$239K	–	151
2017 Q3	$239K	Hold	5,676	–	–	0.02%	132
2017 Q2	$260K	Hold	5,676	–	–	0.03%	114
2017 Q1	$299K	Hold	5,676	–	–	0.03%	91
2016 Q4	$298K	Sell	5,676 -2,000	-26%	-$104K	0.03%	92
2016 Q3	$394K	Hold	7,676	–	–	0.05%	85
2016 Q2	$378K	Hold	7,676	–	–	0.06%	73
2016 Q1	$412K	Sell	7,676 -2,000	-21%	-$94K	0.06%	82
2015 Q4	$457K	Hold	9,676	–	–	0.07%	88
2015 Q3	$410K	Hold	9,676	–	–	0.08%	56
2015 Q2	$513K	Buy	+9,676	New	+$559K	0.1%	57

Other funds holding FLR

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

ClearBridge Investments New York $115B AUM 24.78% 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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Polaris Wealth Advisory Group's FLR Position: Q4 2017 in Review

Polaris Wealth Advisory Group sold out of Fluor (FLR) in Q4 2017, closing a stake of 5,676 shares — an estimated $239K sold.

Polaris Wealth Advisory Group first reported a position in FLR in Q2 2015 and held it in 10 quarters. The position peaked at $513K in Q2 2015. 484 funds tracked by Wall St. Rank hold FLR as of Q4 2017.

Polaris Wealth Advisory Group reported no remaining Fluor position as of Q4 2017 after selling out during the quarter.
Polaris Wealth Advisory Group sold 5,676 Fluor shares in Q4 2017, an estimated $239K.
Polaris Wealth Advisory Group first reported a position in Fluor in Q2 2015 and held it in 10 quarters.
Polaris Wealth Advisory Group's Fluor position peaked at $513K in Q2 2015.
484 funds tracked by Wall St. Rank held Fluor as of Q4 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2017, filed 13 Feb 2018.