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Waverly Advisors’s Fluor FLR Stock Holding History

Waverly 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
2014
Q4 		– Sell
-115
Closed -$8K – 511
2014
Q3 		$8K Hold
115
– – ﹤0.01% 531
2014
Q2 		$9K Hold
115
– – ﹤0.01% 469
2014
Q1 		$9K Sell
115
-300
-72% -$23.4K ﹤0.01% 441
2013
Q4 		$33K Buy
415
+115
+38% +$8.78K 0.01% 383
2013
Q3 		$21K Buy
+300
New +$19.4K 0.01% 348

Other funds holding FLR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waverly Advisors's FLR Position: Q4 2014 in Review

Waverly Advisors sold out of Fluor (FLR) in Q4 2014, closing a stake of 115 shares — an estimated $8K sold.

Waverly Advisors first reported a position in FLR in Q3 2013 and held it in 5 quarters. The position peaked at $33K in Q4 2013. 567 funds tracked by Wall St. Rank hold FLR as of Q4 2014.

  • Waverly Advisors reported no remaining Fluor position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 115 Fluor shares in Q4 2014, an estimated $8K.
  • Waverly Advisors first reported a position in Fluor in Q3 2013 and held it in 5 quarters.
  • Waverly Advisors's Fluor position peaked at $33K in Q4 2013.
  • 567 funds tracked by Wall St. Rank held Fluor as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.