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Summit Wealth & Retirement Planning’s Fluor FLR Stock Holding History

Summit Wealth & Retirement Planning’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
2019
Q3 		– Sell
-8,000
Closed -$270K – 123
2019
Q2 		$270K Hold
8,000
– – 0.16% 112
2019
Q1 		$294K Hold
8,000
– – 0.17% 112
2018
Q4 		$258K Buy
+8,000
New +$345K 0.2% 99

Other funds holding FLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Summit Wealth & Retirement Planning's FLR Position: Q3 2019 in Review

Summit Wealth & Retirement Planning sold out of Fluor (FLR) in Q3 2019, closing a stake of 8,000 shares — an estimated $270K sold.

Summit Wealth & Retirement Planning first reported a position in FLR in Q4 2018 and held it in 3 quarters. The position peaked at $294K in Q1 2019. 343 funds tracked by Wall St. Rank hold FLR as of Q3 2019.

  • Summit Wealth & Retirement Planning reported no remaining Fluor position as of Q3 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 8,000 Fluor shares in Q3 2019, an estimated $270K.
  • Summit Wealth & Retirement Planning first reported a position in Fluor in Q4 2018 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's Fluor position peaked at $294K in Q1 2019.
  • 343 funds tracked by Wall St. Rank held Fluor as of Q3 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2019, filed 12 Nov 2019.