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Wealthspire Advisors (Maryland)’s Flowserve FLS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-526
Closed -$24K – 1004
2019
Q1 		$24K Buy
526
+70
+15% +$3.06K ﹤0.01% 1195
2018
Q4 		$17K Sell
456
-30
-6% -$1.4K ﹤0.01% 1262
2018
Q3 		$27K Sell
486
-10
-2% -$484 ﹤0.01% 1185
2018
Q2 		$20K Sell
496
-42
-8% -$1.83K ﹤0.01% 1309
2018
Q1 		$23K Buy
538
+94
+21% +$4.09K ﹤0.01% 1250
2017
Q4 		$19K Buy
444
+45
+11% +$1.88K ﹤0.01% 1342
2017
Q3 		$17K Sell
399
-269
-40% -$11.3K ﹤0.01% 1347
2017
Q2 		$31K Buy
668
+205
+44% +$9.89K ﹤0.01% 1112
2017
Q1 		$22K Buy
463
+220
+91% +$10.7K ﹤0.01% 1047
2016
Q4 		$12K Buy
243
+55
+29% +$2.55K ﹤0.01% 1159
2016
Q3 		$9K Sell
188
-12
-6% -$570 ﹤0.01% 1268
2016
Q2 		$9K Buy
200
+12
+6% +$562 ﹤0.01% 1225
2016
Q1 		$8K Sell
188
-41
-18% -$1.69K ﹤0.01% 1230
2015
Q4 		$10K Buy
+229
New +$10.1K ﹤0.01% 1191

Other funds holding FLS

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Flowserve (FLS) in Q2 2019, closing a stake of 526 shares — an estimated $24K sold.

Wealthspire Advisors (Maryland) first reported a position in FLS in Q4 2015 and held it in 14 quarters. The position peaked at $31K in Q2 2017. 376 funds tracked by Wall St. Rank hold FLS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Flowserve position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 526 Flowserve shares in Q2 2019, an estimated $24K.
  • Wealthspire Advisors (Maryland) first reported a position in Flowserve in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Flowserve position peaked at $31K in Q2 2017.
  • 376 funds tracked by Wall St. Rank held Flowserve as of Q2 2019.

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