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Polaris Wealth Advisory Group’s Flowserve FLS Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-624
Closed -$34K – 256
2018
Q3 		$34K Buy
+624
New +$30.2K ﹤0.01% 280

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
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
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

Polaris Wealth Advisory Group's FLS Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Flowserve (FLS) in Q4 2018, closing a stake of 624 shares — an estimated $34K sold.

Polaris Wealth Advisory Group first reported a position in FLS in Q3 2018 and held it in 1 quarter. The position peaked at $34K in Q3 2018. 394 funds tracked by Wall St. Rank hold FLS as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Flowserve position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 624 Flowserve shares in Q4 2018, an estimated $34K.
  • Polaris Wealth Advisory Group first reported a position in Flowserve in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Flowserve position peaked at $34K in Q3 2018.
  • 394 funds tracked by Wall St. Rank held Flowserve as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.