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Swaine & Leidel Wealth Services’s Fluor FLR Stock Holding History

Swaine & Leidel Wealth Services’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
Q4 		– Sell
-84,855
Closed -$3.21M – 70
2019
Q3 		$3.21M Buy
84,855
+8,587
+11% +$205K 2.91% 4
2019
Q2 		$2.56M Buy
76,268
+13,829
+22% +$463K 2.73% 6
2019
Q1 		$1.96M Buy
+62,439
New +$2.28M 2.48% 15

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Swaine & Leidel Wealth Services's FLR Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of Fluor (FLR) in Q4 2019, closing a stake of 84,855 shares — an estimated $3.21M sold.

Swaine & Leidel Wealth Services first reported a position in FLR in Q1 2019 and held it in 3 quarters. The position peaked at $3.21M in Q3 2019. 338 funds tracked by Wall St. Rank hold FLR as of Q4 2019.

  • Swaine & Leidel Wealth Services reported no remaining Fluor position as of Q4 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 84,855 Fluor shares in Q4 2019, an estimated $3.21M.
  • Swaine & Leidel Wealth Services first reported a position in Fluor in Q1 2019 and held it in 3 quarters.
  • Swaine & Leidel Wealth Services's Fluor position peaked at $3.21M in Q3 2019.
  • 338 funds tracked by Wall St. Rank held Fluor as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.