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Regal Investment Advisors’s Flowserve FLS Stock Holding History

Regal 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
2015
Q4 		– Sell
-40
Closed -$1K – 482
2015
Q3 		$1K Hold
40
– – ﹤0.01% 981
2015
Q2 		$2K Hold
40
– – ﹤0.01% 841
2015
Q1 		$2K Sell
40
-80
-67% -$4.64K ﹤0.01% 902
2014
Q4 		$7K Buy
120
+50
+71% +$3.18K ﹤0.01% 688
2014
Q3 		$5K Buy
70
+10
+17% +$741 ﹤0.01% 789
2014
Q2 		$4K Sell
60
-20
-25% -$1.52K ﹤0.01% 786
2014
Q1 		$6K Buy
80
+10
+14% +$767 ﹤0.01% 718
2013
Q4 		$6K Hold
70
– – ﹤0.01% 656
2013
Q3 		$4K Hold
70
– – ﹤0.01% 720
2013
Q2 		$4K Buy
+70
New +$3.79K ﹤0.01% 718

Other funds holding FLS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Regal Investment Advisors's FLS Position: Q4 2015 in Review

Regal Investment Advisors sold out of Flowserve (FLS) in Q4 2015, closing a stake of 40 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in FLS in Q2 2013 and held it in 10 quarters. The position peaked at $7K in Q4 2014. 398 funds tracked by Wall St. Rank hold FLS as of Q4 2015.

  • Regal Investment Advisors reported no remaining Flowserve position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 40 Flowserve shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in Flowserve in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Flowserve position peaked at $7K in Q4 2014.
  • 398 funds tracked by Wall St. Rank held Flowserve as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.