Wealthspire Advisors (Maryland)’s SPX FLOW, Inc. FLOW Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FLOW Stock Details FLOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-82	Closed	-$3K	–	2301
2019 Q1	$3K	Hold	82	–	–	﹤0.01%	2085
2018 Q4	$2K	Sell	82 -8	-9%	-$302	﹤0.01%	2171
2018 Q3	$5K	Hold	90	–	–	﹤0.01%	1849
2018 Q2	$4K	Hold	90	–	–	﹤0.01%	1936
2018 Q1	$4K	Hold	90	–	–	﹤0.01%	1956
2017 Q4	$4K	Buy	90 +82	+1,025%	+$3.53K	﹤0.01%	1941
2017 Q3	$0	Buy	8 +3	+60%	+$106	﹤0.01%	2539
2017 Q2	$0	Buy	+5	New	+$185	﹤0.01%	2316
2016 Q3	–	Sell	-11	Closed	–	–	1829
2016 Q2	$0	Buy	+11	New	+$313	﹤0.01%	1845
2016 Q1	–	Sell	-72	Closed	-$2K	–	1881
2015 Q4	$2K	Buy	+72	New	+$2.37K	﹤0.01%	1552

Other funds holding FLOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FLOW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of SPX FLOW, Inc. (FLOW) in Q2 2019, closing a stake of 82 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in FLOW in Q4 2015 and held it in 10 quarters. The position peaked at $5K in Q3 2018. 190 funds tracked by Wall St. Rank hold FLOW as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining SPX FLOW, Inc. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 82 SPX FLOW, Inc. shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in SPX FLOW, Inc. in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s SPX FLOW, Inc. position peaked at $5K in Q3 2018.
190 funds tracked by Wall St. Rank held SPX FLOW, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.