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Wealthcare Capital Management’s Flowserve FLS Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-216
Closed – – 559
2015
Q1 		$0 Buy
+216
New +$12.5K ﹤0.01% 946
2014
Q1 		– Sell
-30
Closed -$2K – 164
2013
Q4 		$2K Hold
30
– – ﹤0.01% 107
2013
Q3 		$2K Hold
30
– – ﹤0.01% 106
2013
Q2 		$2K Buy
+30
New +$1.62K ﹤0.01% 109

Other funds holding FLS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Wealthcare Capital Management's FLS Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Flowserve (FLS) in Q2 2015, closing a stake of 216 shares.

Wealthcare Capital Management first reported a position in FLS in Q2 2013 and held it in 4 quarters. The position peaked at $2K in Q4 2013. 455 funds tracked by Wall St. Rank hold FLS as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Flowserve position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 216 Flowserve shares in Q2 2015.
  • Wealthcare Capital Management first reported a position in Flowserve in Q2 2013 and held it in 4 quarters.
  • Wealthcare Capital Management's Flowserve position peaked at $2K in Q4 2013.
  • 455 funds tracked by Wall St. Rank held Flowserve as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.