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Summit Financial Wealth Advisors’s Fluor FLR Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q4 		– Sell
-170
Closed -$7K – 149
2015
Q3 		$7K Sell
170
-3,625
-96% -$170K ﹤0.01% 196
2015
Q2 		$201K Hold
3,795
– – 0.12% 82
2015
Q1 		$228K Buy
3,795
+170
+5% +$9.66K 0.15% 64
2014
Q4 		$220K Buy
+3,625
New +$229K 0.15% 62

Other funds holding FLR

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Summit Financial Wealth Advisors's FLR Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Fluor (FLR) in Q4 2015, closing a stake of 170 shares — an estimated $7K sold.

Summit Financial Wealth Advisors first reported a position in FLR in Q4 2014 and held it in 4 quarters. The position peaked at $228K in Q1 2015. 522 funds tracked by Wall St. Rank hold FLR as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Fluor position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 170 Fluor shares in Q4 2015, an estimated $7K.
  • Summit Financial Wealth Advisors first reported a position in Fluor in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Fluor position peaked at $228K in Q1 2015.
  • 522 funds tracked by Wall St. Rank held Fluor as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.